Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $141,769 | $210,698-32.7% | $178,014-20.4% | $145,959-2.9% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 14.65% | 386.27%-371.6pp | 294.80%-280.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $9,020 | $4,567+97.5% | $3,950+128.3% | $4,661+93.5% |
| Participant deferral / active EE | $7,702 | $6,958+10.7% | $6,276+22.7% | $6,689+15.1% |
| Admin fee / account holder | $67 | $12,016-99.4% | $10,362-99.4% | $13,398-99.5% |