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 | $31,177 | $165,361-81.1% | $149,715-79.2% | $158,950-80.4% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 59.97% | 348.24%-288.3pp | 276.66%-216.7pp | 302.91%-242.9pp |
| Employer contribution / active EE | $3,095 | $5,103-39.4% | $4,645-33.4% | $4,762-35.0% |
| Participant deferral / active EE | $4,874 | $7,182-32.1% | $6,842-28.8% | $5,983-18.5% |
| Admin fee / account holder | $72 | $10,808-99.3% | $9,310-99.2% | $11,248-99.4% |