Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $190,621 | $129,737+46.9% | $119,126+60.0% | $154,746+23.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 19.49% | 379.08%-359.6pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,840 | $4,375-57.9% | $4,034-54.4% | $4,379-58.0% |
| Participant deferral / active EE | $15,667 | $5,842+168.2% | $5,318+194.6% | $6,730+132.8% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |