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 | $45,237 | $202,342-77.6% | $172,752-73.8% | $152,897-70.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 18.04% | 1029.83%-1011.8pp | 802.97%-784.9pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,258 | $5,858-61.4% | $5,144-56.1% | $4,764-52.6% |
| Participant deferral / active EE | $6,790 | $5,948+14.1% | $5,198+30.6% | $5,851+16.0% |
| Admin fee / account holder | $147 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |