Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,431 | $154,209-85.5% | $130,062-82.8% | $139,487-83.9% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 40.07% | 32.52%+7.5pp | -137.37%+177.4pp | 373.84%-333.8pp |
| Employer contribution / active EE | $6,408 | $5,292+21.1% | $4,322+48.3% | $4,755+34.8% |
| Participant deferral / active EE | $6,778 | $6,709+1.0% | $5,821+16.5% | $6,713+1.0% |
| Admin fee / account holder | $137 | $13,988-99.0% | $10,601-98.7% | $11,407-98.8% |