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 | $155,087 | $125,237+23.8% | $105,608+46.9% | $145,877+6.3% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 17.68% | 225.76%-208.1pp | 116.50%-98.8pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,219 | $3,720-40.4% | $3,167-29.9% | $4,663-52.4% |
| Participant deferral / active EE | $8,338 | $5,711+46.0% | $5,010+66.4% | $6,691+24.6% |
| Admin fee / account holder | $157 | $17,287-99.1% | $11,028-98.6% | $13,402-98.8% |