Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,214 | $198,457-64.1% | $170,435-58.2% | $147,586-51.7% |
| Participation rate | 12.5% | 88.0%-75.5pp | 83.6%-71.1pp | 82.8%-70.3pp |
| Annual return | 26.91% | 257.30%-230.4pp | 205.94%-179.0pp | 578.59%-551.7pp |
| Employer contribution / active EE | $1,350 | $6,183-78.2% | $5,432-75.1% | $4,876-72.3% |
| Participant deferral / active EE | $3,000 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |