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 | $139,596 | $180,749-22.8% | $160,784-13.2% | $137,256+1.7% |
| Participation rate | 58.3% | 80.0%-21.6pp | 77.0%-18.6pp | 80.0%-21.6pp |
| Annual return | 15.58% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,456 | $4,155-65.0% | $3,733-61.0% | $4,156-65.0% |
| Participant deferral / active EE | $3,444 | $6,844-49.7% | $6,293-45.3% | $6,407-46.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |