Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,804 | $132,634-71.5% | $115,768-67.3% | $137,256-72.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 16.02% | 160.70%-144.7pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,255 | $3,360+26.7% | $2,940+44.7% | $4,156+2.4% |
| Participant deferral / active EE | $4,680 | $5,619-16.7% | $4,917-4.8% | $6,407-26.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |