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 | $29,919 | $123,859-75.8% | $69,632-57.0% | $145,897-79.5% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 75.41% | 192.49%-117.1pp | 101.32%-25.9pp | 552.29%-476.9pp |
| Employer contribution / active EE | $3,262 | $2,673+22.0% | $1,708+90.9% | $4,663-30.0% |
| Participant deferral / active EE | $5,249 | $4,242+23.7% | $2,889+81.7% | $6,689-21.5% |
| Admin fee / account holder | $126 | $7,817-98.4% | $4,695-97.3% | $13,390-99.1% |