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 | $73,365 | $106,008-30.8% | $92,240-20.5% | $147,586-50.3% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 14.49% | 50.05%-35.6pp | 176.29%-161.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,459 | $4,333-66.3% | $3,680-60.4% | $4,876-70.1% |
| Participant deferral / active EE | $4,635 | $4,478+3.5% | $3,897+18.9% | $5,439-14.8% |
| Admin fee / account holder | $53 | $6,333-99.2% | $5,194-99.0% | $10,886-99.5% |