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 | $50,307 | $160,040-68.6% | $147,096-65.8% | $145,877-65.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 29.62% | 98.49%-68.9pp | 419.75%-390.1pp | 551.28%-521.7pp |
| Employer contribution / active EE | $2,689 | $5,289-49.2% | $4,936-45.5% | $4,663-42.3% |
| Participant deferral / active EE | $10,048 | $8,429+19.2% | $8,071+24.5% | $6,691+50.2% |
| Admin fee / account holder | $110 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |