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 | $163,139 | $176,105-7.4% | $159,474+2.3% | $167,536-2.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.68% | 331.91%-321.2pp | 263.68%-253.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,200 | $5,299-77.4% | $4,831-75.2% | $4,839-75.2% |
| Participant deferral / active EE | $10,140 | $7,751+30.8% | $7,353+37.9% | $6,342+59.9% |
| Admin fee / account holder | $30 | $12,559-99.8% | $10,802-99.7% | $12,315-99.8% |