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 | $64,694 | $175,231-63.1% | $149,696-56.8% | $139,466-53.6% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 20.33% | 166.77%-146.4pp | 134.46%-114.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,604 | $5,478-70.7% | $4,821-66.7% | $4,754-66.3% |
| Participant deferral / active EE | $5,226 | $6,521-19.9% | $5,682-8.0% | $6,712-22.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |