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 | $55,584 | $165,399-66.4% | $149,745-62.9% | $158,982-65.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.05% | 348.34%-325.3pp | 276.72%-253.7pp | 302.99%-279.9pp |
| Employer contribution / active EE | $6,553 | $5,105+28.4% | $4,646+41.0% | $4,763+37.6% |
| Participant deferral / active EE | $3,560 | $7,183-50.4% | $6,843-48.0% | $5,983-40.5% |
| Admin fee / account holder | $37 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |