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 | $220,387 | $88,815+148.1% | $81,882+169.2% | $145,897+51.1% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 16.72% | 1033.75%-1017.0pp | 779.47%-762.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $3,607 | $3,086+16.9% | $2,916+23.7% | $4,663-22.6% |
| Participant deferral / active EE | $9,981 | $4,647+114.8% | $4,323+130.9% | $6,689+49.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |