Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $113,124 | $183,539-38.4% | $155,556-27.3% | $145,897-22.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.93% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,574 | $5,315-51.6% | $4,675-44.9% | $4,663-44.8% |
| Participant deferral / active EE | $3,323 | $6,467-48.6% | $5,631-41.0% | $6,689-50.3% |
| Admin fee / account holder | $17 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |