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 | $61,539 | $165,381-62.8% | $149,730-58.9% | $158,966-61.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 18.84% | 348.29%-329.5pp | 276.70%-257.9pp | 302.95%-284.1pp |
| Employer contribution / active EE | $9,582 | $5,104+87.7% | $4,645+106.3% | $4,762+101.2% |
| Participant deferral / active EE | $7,139 | $7,182-0.6% | $6,843+4.3% | $5,983+19.3% |
| Admin fee / account holder | $169 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |