Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $234,976 | $166,268+41.3% | $165,100+42.3% | $145,897+61.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 16.19% | 100.52%-84.3pp | 70.21%-54.0pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,180 | $5,284-77.7% | $4,348-72.9% | $4,663-74.7% |
| Participant deferral / active EE | $10,499 | $6,964+50.8% | $6,035+74.0% | $6,689+57.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |