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 | $179,469 | $165,399+8.5% | $149,745+19.8% | $158,982+12.9% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 8.65% | 348.34%-339.7pp | 276.72%-268.1pp | 302.99%-294.3pp |
| Employer contribution / active EE | $2,288 | $5,105-55.2% | $4,646-50.7% | $4,763-52.0% |
| Participant deferral / active EE | $6,286 | $7,183-12.5% | $6,843-8.1% | $5,983+5.1% |
| Admin fee / account holder | $221 | $10,811-98.0% | $9,312-97.6% | $11,252-98.0% |