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 | $145,808 | $88,815+64.2% | $81,882+78.1% | $145,897-0.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 19.81% | 1033.75%-1013.9pp | 779.47%-759.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,558 | $3,086-49.5% | $2,916-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $7,582 | $4,647+63.1% | $4,323+75.4% | $6,689+13.3% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |