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 | $58,819 | $134,817-56.4% | $123,973-52.6% | $155,188-62.1% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 20.21% | 515.49%-495.3pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $2,136 | $4,425-51.7% | $4,126-48.2% | $4,248-49.7% |
| Participant deferral / active EE | $6,248 | $5,706+9.5% | $5,247+19.1% | $6,531-4.3% |
| Admin fee / account holder | $167 | $13,245-98.7% | $11,799-98.6% | $14,480-98.8% |