Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $215,009 | $134,817+59.5% | $123,973+73.4% | $155,188+38.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 21.01% | 515.49%-494.5pp | 388.13%-367.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,038 | $4,425-53.9% | $4,126-50.6% | $4,248-52.0% |
| Participant deferral / active EE | $41,000 | $5,706+618.5% | $5,247+681.4% | $6,531+527.8% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |