Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,594 | $73,787+110.9% | $98,716+57.6% | $82,448+88.7% |
| Participation rate | 46.9% | 61.4%-14.5pp | 69.3%-22.4pp | 68.1%-21.2pp |
| Annual return | 16.13% | 18.57%-2.4pp | 31.81%-15.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,798 | $1,511+19.0% | $2,279-21.1% | $2,551-29.5% |
| Participant deferral / active EE | $3,409 | $3,081+10.6% | $4,048-15.8% | $4,139-17.6% |
| Admin fee / account holder | $140 | $6,500-97.8% | $8,703-98.4% | $7,234-98.1% |