Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $223,748 | $183,539+21.9% | $155,556+43.8% | $145,897+53.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.65% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,027 | $5,315-61.9% | $4,675-56.6% | $4,663-56.5% |
| Participant deferral / active EE | $8,751 | $6,467+35.3% | $5,631+55.4% | $6,689+30.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |