Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $106,819 | $166,268-35.8% | $165,100-35.3% | $145,897-26.8% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 13.75% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,768 | $5,284-66.5% | $4,348-59.3% | $4,663-62.1% |
| Participant deferral / active EE | $4,373 | $6,964-37.2% | $6,035-27.5% | $6,689-34.6% |
| Admin fee / account holder | $61 | $16,659-99.6% | $12,696-99.5% | $13,390-99.5% |