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 | $92,712 | $111,814-17.1% | $93,654-1.0% | $145,959-36.5% |
| Participation rate | 38.5% | 74.2%-35.7pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 9.12% | 203.30%-194.2pp | 133.34%-124.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $3,560 | $3,092+15.1% | $2,421+47.0% | $4,661-23.6% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $93 | $10,246-99.1% | $8,282-98.9% | $13,398-99.3% |