Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $72,021 | $183,539-60.8% | $155,556-53.7% | $145,897-50.6% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 242.53% | 61.31%+181.2pp | 64.84%+177.7pp | 552.29%-309.8pp |
| Employer contribution / active EE | $1,839 | $5,315-65.4% | $4,675-60.7% | $4,663-60.6% |
| Participant deferral / active EE | $4,725 | $6,467-26.9% | $5,631-16.1% | $6,689-29.4% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |