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 | $72,719 | $211,239-65.6% | $178,528-59.3% | $145,877-50.2% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 309.50% | 30.22%+279.3pp | 27.11%+282.4pp | 551.28%-241.8pp |
| Employer contribution / active EE | $1,473 | $4,570-67.8% | $3,950-62.7% | $4,663-68.4% |
| Participant deferral / active EE | $8,737 | $6,963+25.5% | $6,278+39.2% | $6,691+30.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |