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 | $119,474 | $109,372+9.2% | $89,414+33.6% | $158,966-24.8% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.0%-23.5pp | 82.0%-37.5pp |
| Annual return | 35.37% | 345.55%-310.2pp | 245.50%-210.1pp | 302.95%-267.6pp |
| Employer contribution / active EE | $2,135 | $3,171-32.7% | $2,586-17.5% | $4,762-55.2% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $111 | $6,156-98.2% | $4,883-97.7% | $11,250-99.0% |