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 | $148,724 | $125,190+18.8% | $105,624+40.8% | $145,897+1.9% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 16.97% | 225.22%-208.2pp | 116.20%-99.2pp | 552.29%-535.3pp |
| Employer contribution / active EE | $2,208 | $3,720-40.7% | $3,168-30.3% | $4,663-52.6% |
| Participant deferral / active EE | $4,914 | $5,716-14.0% | $5,013-2.0% | $6,689-26.5% |
| Admin fee / account holder | $20 | $17,138-99.9% | $10,961-99.8% | $13,390-99.9% |