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 | $60,586 | $176,688-65.7% | $130,660-53.6% | $152,897-60.4% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.5%-20.0pp |
| Annual return | 16.27% | 2693.08%-2676.8pp | 1709.29%-1693.0pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,270 | $5,743-77.9% | $4,092-69.0% | $4,764-73.3% |
| Participant deferral / active EE | $3,807 | $4,362-12.7% | $3,603+5.6% | $5,851-34.9% |
| Admin fee / account holder | $81 | $7,131-98.9% | $5,463-98.5% | $11,599-99.3% |