Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,853 | $109,967-29.2% | $97,197-19.9% | $145,877-46.6% |
| Participation rate | 25.0% | 76.0%-51.0pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 11.57% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,423 | $3,077-21.3% | $2,723-11.0% | $4,663-48.0% |
| Participant deferral / active EE | $8,250 | $4,676+76.4% | $4,263+93.5% | $6,691+23.3% |
| Admin fee / account holder | $52 | $6,199-99.2% | $5,637-99.1% | $13,402-99.6% |