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 | $42,377 | $176,120-75.9% | $159,487-73.4% | $167,553-74.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 20.27% | 331.95%-311.7pp | 263.71%-243.4pp | 478.89%-458.6pp |
| Employer contribution / active EE | $3,850 | $5,299-27.3% | $4,831-20.3% | $4,840-20.4% |
| Participant deferral / active EE | $7,650 | $7,752-1.3% | $7,354+4.0% | $6,343+20.6% |
| Admin fee / account holder | $143 | $12,561-98.9% | $10,804-98.7% | $12,316-98.8% |