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 | $83,376 | $115,796-28.0% | $101,264-17.7% | $158,950-47.5% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 19.68% | 56.15%-36.5pp | 46.48%-26.8pp | 302.91%-283.2pp |
| Employer contribution / active EE | $3,355 | $4,175-19.6% | $3,660-8.3% | $4,762-29.5% |
| Participant deferral / active EE | $8,580 | $4,958+73.1% | $4,370+96.3% | $5,983+43.4% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |