Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $113,594 | $213,785-46.9% | $185,441-38.7% | $155,188-26.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 15.34% | 19.97%-4.6pp | 20.16%-4.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,144 | $5,393-41.7% | $4,672-32.7% | $4,248-26.0% |
| Participant deferral / active EE | $7,535 | $6,864+9.8% | $6,152+22.5% | $6,531+15.4% |
| Admin fee / account holder | $254 | $21,134-98.8% | $17,890-98.6% | $14,480-98.2% |