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 | $175,328 | $152,619+14.9% | $125,195+40.0% | $152,909+14.7% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 14.57% | 54.85%-40.3pp | 43.79%-29.2pp | 345.46%-330.9pp |
| Employer contribution / active EE | $2,433 | $4,947-50.8% | $3,866-37.1% | $4,764-48.9% |
| Participant deferral / active EE | $10,857 | $5,869+85.0% | $4,937+119.9% | $5,851+85.5% |
| Admin fee / account holder | $18 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |