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 | $186,690 | $165,361+12.9% | $149,715+24.7% | $158,950+17.5% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 15.89% | 348.24%-332.3pp | 276.66%-260.8pp | 302.91%-287.0pp |
| Employer contribution / active EE | $2,201 | $5,103-56.9% | $4,645-52.6% | $4,762-53.8% |
| Participant deferral / active EE | $5,821 | $7,182-18.9% | $6,842-14.9% | $5,983-2.7% |
| Admin fee / account holder | $33 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |