Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $85,917 | $70,366+22.1% | $66,674+28.9% | $138,895-38.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 22.66% | 386.41%-363.7pp | 321.24%-298.6pp | 145.39%-122.7pp |
| Employer contribution / active EE | $9,439 | $2,765+241.4% | $2,620+260.3% | $4,194+125.0% |
| Participant deferral / active EE | $13,279 | $4,374+203.6% | $4,084+225.1% | $6,396+107.6% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |