Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $90,897 | $175,257-48.1% | $149,717-39.3% | $139,456-34.8% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 20.25% | 166.70%-146.4pp | 134.41%-114.2pp | 373.45%-353.2pp |
| Employer contribution / active EE | $2,431 | $5,477-55.6% | $4,820-49.6% | $4,753-48.9% |
| Participant deferral / active EE | $6,386 | $6,521-2.1% | $5,682+12.4% | $6,711-4.8% |
| Admin fee / account holder | $16 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |