Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,191 | $217,427-75.5% | $185,837-71.4% | $167,518-68.2% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.3pp |
| Annual return | 21.13% | 148.39%-127.3pp | 122.08%-101.0pp | 478.71%-457.6pp |
| Employer contribution / active EE | $2,809 | $5,874-52.2% | $5,168-45.6% | $4,838-41.9% |
| Participant deferral / active EE | $3,960 | $6,357-37.7% | $5,568-28.9% | $6,342-37.6% |
| Admin fee / account holder | $166 | $19,816-99.2% | $16,241-99.0% | $12,312-98.6% |