Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $86,497 | $165,399-47.7% | $149,745-42.2% | $158,982-45.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 58.99% | 348.34%-289.3pp | 276.72%-217.7pp | 302.99%-244.0pp |
| Employer contribution / active EE | $16,624 | $5,105+225.7% | $4,646+257.8% | $4,763+249.0% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $161 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |