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 | $126,291 | $183,592-31.2% | $155,567-18.8% | $145,959-13.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.12% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $8,296 | $5,315+56.1% | $4,674+77.5% | $4,661+78.0% |
| Participant deferral / active EE | $13,651 | $6,464+111.2% | $5,628+142.6% | $6,689+104.1% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |