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 | $65,548 | $185,883-64.7% | $170,043-61.5% | $139,466-53.0% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 22.44% | 60.54%-38.1pp | 53.40%-31.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $3,436 | $7,596-54.8% | $6,790-49.4% | $4,754-27.7% |
| Participant deferral / active EE | $14,770 | $11,626+27.0% | $10,410+41.9% | $6,712+120.1% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |