Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $117,375 | $111,878+4.9% | $93,727+25.2% | $145,897-19.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 19.61% | 204.28%-184.7pp | 133.83%-114.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $679 | $3,092-78.0% | $2,421-71.9% | $4,663-85.4% |
| Participant deferral / active EE | $4,600 | $4,920-6.5% | $4,417+4.1% | $6,689-31.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |