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 | $74,347 | $209,422-64.5% | $178,503-58.3% | $158,982-53.2% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 23.78% | 188.81%-165.0pp | 151.12%-127.3pp | 302.99%-279.2pp |
| Employer contribution / active EE | $13,811 | $5,707+142.0% | $5,011+175.6% | $4,763+190.0% |
| Participant deferral / active EE | $10,765 | $5,955+80.8% | $5,202+106.9% | $5,983+79.9% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |