Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,661 | $111,814-30.5% | $93,654-17.1% | $145,959-46.8% |
| Participation rate | 36.8% | 74.2%-37.4pp | 68.7%-31.9pp | 80.3%-43.4pp |
| Annual return | 16.32% | 203.30%-187.0pp | 133.34%-117.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,187 | $3,092-29.3% | $2,421-9.7% | $4,661-53.1% |
| Participant deferral / active EE | $4,810 | $4,914-2.1% | $4,413+9.0% | $6,689-28.1% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |