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 | $97,458 | $56,197+73.4% | $67,652+44.1% | $59,633+63.4% |
| Participation rate | 69.0% | 71.5%-2.5pp | 75.7%-6.7pp | 68.7%+0.3pp |
| Annual return | -1.94% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $2,262 | $1,615+40.1% | $2,266-0.2% | $2,203+2.7% |
| Participant deferral / active EE | $2,996 | $2,844+5.4% | $3,560-15.8% | $3,192-6.1% |
| Admin fee / account holder | $10 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |