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 | $175,378 | $175,231+0.1% | $149,696+17.2% | $139,466+25.7% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 14.60% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $6,354 | $5,478+16.0% | $4,821+31.8% | $4,754+33.6% |
| Participant deferral / active EE | $5,296 | $6,521-18.8% | $5,682-6.8% | $6,712-21.1% |
| Admin fee / account holder | $50 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |