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 | $141,910 | $138,114+2.7% | $125,391+13.2% | $134,545+5.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.93% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $5,632 | $5,246+7.4% | $4,816+17.0% | $4,742+18.8% |
| Participant deferral / active EE | $10,269 | $7,801+31.6% | $7,448+37.9% | $6,401+60.4% |
| Admin fee / account holder | $66 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |