Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $103,822 | $100,203+3.6% | $85,240+21.8% | $145,897-28.8% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 23.66% | 84.28%-60.6pp | 66.75%-43.1pp | 552.29%-528.6pp |
| Employer contribution / active EE | $1,728 | $3,242-46.7% | $2,735-36.8% | $4,663-62.9% |
| Participant deferral / active EE | $3,082 | $5,299-41.8% | $4,527-31.9% | $6,689-53.9% |
| Admin fee / account holder | $284 | $7,265-96.1% | $6,165-95.4% | $13,390-97.9% |