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 | $98,782 | $226,090-56.3% | $182,531-45.9% | $152,885-35.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 12.22% | 192.57%-180.3pp | 148.57%-136.4pp | 345.39%-333.2pp |
| Employer contribution / active EE | $1,884 | $4,978-62.2% | $4,075-53.8% | $4,763-60.4% |
| Participant deferral / active EE | $8,107 | $6,369+27.3% | $5,525+46.7% | $5,851+38.6% |
| Admin fee / account holder | $16 | $10,705-99.9% | $8,593-99.8% | $11,598-99.9% |