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 | $41,447 | $165,361-74.9% | $149,715-72.3% | $158,950-73.9% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 29.04% | 348.24%-319.2pp | 276.66%-247.6pp | 302.91%-273.9pp |
| Employer contribution / active EE | $6,993 | $5,103+37.0% | $4,645+50.6% | $4,762+46.8% |
| Participant deferral / active EE | $6,872 | $7,182-4.3% | $6,842+0.4% | $5,983+14.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |