Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $98,033 | $180,749-45.8% | $160,784-39.0% | $137,256-28.6% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 18.39% | 2234.46%-2216.1pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,096 | $4,155-49.6% | $3,733-43.9% | $4,156-49.6% |
| Participant deferral / active EE | $2,824 | $6,844-58.7% | $6,293-55.1% | $6,407-55.9% |
| Admin fee / account holder | $84 | $10,397-99.2% | $9,717-99.1% | $12,270-99.3% |