Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,748 | $160,040-63.9% | $147,096-60.7% | $145,877-60.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.75% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,291 | $5,289-56.7% | $4,936-53.6% | $4,663-50.9% |
| Participant deferral / active EE | $3,666 | $8,429-56.5% | $8,071-54.6% | $6,691-45.2% |
| Admin fee / account holder | $99 | $15,050-99.3% | $13,005-99.2% | $13,402-99.3% |