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 | $35,359 | $157,296-77.5% | $141,191-75.0% | $152,897-76.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 32.44% | 64.34%-31.9pp | 71.41%-39.0pp | 345.43%-313.0pp |
| Employer contribution / active EE | $2,502 | $5,262-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $9,278 | $7,111+30.5% | $6,710+38.3% | $5,851+58.6% |
| Admin fee / account holder | $162 | $12,125-98.7% | $10,264-98.4% | $11,599-98.6% |