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 | $115,676 | $99,652+16.1% | $78,778+46.8% | $147,586-21.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 14.45% | 47.28%-32.8pp | 35.62%-21.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,674 | $2,796-40.1% | $1,986-15.7% | $4,876-65.7% |
| Participant deferral / active EE | $5,504 | $3,664+50.2% | $2,958+86.0% | $5,439+1.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |