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 | $163,808 | $129,737+26.3% | $119,126+37.5% | $154,746+5.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 23.00% | 379.08%-356.1pp | 282.11%-259.1pp | 172.34%-149.3pp |
| Employer contribution / active EE | $999 | $4,375-77.2% | $4,034-75.2% | $4,379-77.2% |
| Participant deferral / active EE | $15,667 | $5,842+168.2% | $5,318+194.6% | $6,730+132.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |