Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $193,914 | $69,248+180.0% | $64,101+202.5% | $139,466+39.0% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 14.30% | 45.95%-31.6pp | 33.72%-19.4pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,318 | $3,185-58.6% | $2,749-52.1% | $4,754-72.3% |
| Participant deferral / active EE | $7,500 | $4,682+60.2% | $3,881+93.3% | $6,712+11.7% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |