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 | $141,295 | $175,257-19.4% | $149,717-5.6% | $139,456+1.3% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 18.69% | 166.70%-148.0pp | 134.41%-115.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,712 | $5,477-68.7% | $4,820-64.5% | $4,753-64.0% |
| Participant deferral / active EE | $2,869 | $6,521-56.0% | $5,682-49.5% | $6,711-57.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |