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 | $32,080 | $165,399-80.6% | $149,745-78.6% | $158,982-79.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.20% | 348.34%-319.1pp | 276.72%-247.5pp | 302.99%-273.8pp |
| Employer contribution / active EE | $3,146 | $5,105-38.4% | $4,646-32.3% | $4,763-34.0% |
| Participant deferral / active EE | $8,747 | $7,183+21.8% | $6,843+27.8% | $5,983+46.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |