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 | $93,054 | $103,038-9.7% | $90,324+3.0% | $152,909-39.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 25.29% | 95.25%-70.0pp | 78.15%-52.9pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,726 | $3,141-45.1% | $2,856-39.6% | $4,764-63.8% |
| Participant deferral / active EE | $3,274 | $4,282-23.5% | $3,885-15.7% | $5,851-44.1% |
| Admin fee / account holder | $9 | $6,177-99.9% | $5,356-99.8% | $11,601-99.9% |