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 | $245,881 | $88,815+176.8% | $81,882+200.3% | $145,897+68.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.06% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,835 | $3,086-40.6% | $2,916-37.1% | $4,663-60.7% |
| Participant deferral / active EE | $6,105 | $4,647+31.4% | $4,323+41.2% | $6,689-8.7% |
| Admin fee / account holder | $12 | $8,434-99.9% | $7,360-99.8% | $13,390-99.9% |