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 | $132,817 | $72,273+83.8% | $101,275+31.1% | $79,856+66.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 22.14% | 22.30%-0.2pp | 46.48%-24.3pp | 31.71%-9.6pp |
| Employer contribution / active EE | $3,517 | $2,691+30.7% | $3,660-3.9% | $2,471+42.3% |
| Participant deferral / active EE | $6,129 | $3,282+86.8% | $4,371+40.2% | $3,741+63.9% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |