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 | $104,278 | $88,815+17.4% | $81,882+27.4% | $145,897-28.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.71% | 1033.75%-1023.0pp | 779.47%-768.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,401 | $3,086-22.2% | $2,916-17.7% | $4,663-48.5% |
| Participant deferral / active EE | $5,236 | $4,647+12.7% | $4,323+21.1% | $6,689-21.7% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |