Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $73,358 | $96,678-24.1% | $86,640-15.3% | $139,466-47.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.71% | 106.69%-90.0pp | 592.52%-575.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,354 | $3,265-58.6% | $3,024-55.2% | $4,754-71.5% |
| Participant deferral / active EE | $5,664 | $4,837+17.1% | $4,438+27.6% | $6,712-15.6% |
| Admin fee / account holder | $34 | $6,410-99.5% | $5,616-99.4% | $11,409-99.7% |