Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $72,873 | $148,623-51.0% | $135,974-46.4% | $139,466-47.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.02% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $3,313 | $5,246-36.9% | $4,859-31.8% | $4,754-30.3% |
| Participant deferral / active EE | $9,000 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $259 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |