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 | $60,394 | $96,419-37.4% | $80,648-25.1% | $139,487-56.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 19.86% | 1352.86%-1333.0pp | 937.21%-917.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $2,681 | $3,261-17.8% | $2,724-1.6% | $4,755-43.6% |
| Participant deferral / active EE | $5,544 | $5,225+6.1% | $4,443+24.8% | $6,713-17.4% |
| Admin fee / account holder | $20 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |