Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $157,380 | $148,582+5.9% | $135,942+15.8% | $139,456+12.9% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 19.63% | 79.26%-59.6pp | 68.28%-48.6pp | 373.45%-353.8pp |
| Employer contribution / active EE | $3,069 | $5,245-41.5% | $4,858-36.8% | $4,753-35.4% |
| Participant deferral / active EE | $6,859 | $8,101-15.3% | $7,759-11.6% | $6,711+2.2% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |