Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $107,990 | $88,815+21.6% | $81,882+31.9% | $145,897-26.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.52% | 1033.75%-1018.2pp | 779.47%-763.9pp | 552.29%-536.8pp |
| Employer contribution / active EE | $16,517 | $3,086+435.2% | $2,916+466.4% | $4,663+254.2% |
| Participant deferral / active EE | $5,380 | $4,647+15.8% | $4,323+24.4% | $6,689-19.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |