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 | $170,702 | $111,785+52.7% | $93,669+82.2% | $145,877+17.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.98% | 203.79%-185.8pp | 133.59%-115.6pp | 551.28%-533.3pp |
| Employer contribution / active EE | $640 | $3,096-79.3% | $2,424-73.6% | $4,663-86.3% |
| Participant deferral / active EE | $10,652 | $4,919+116.6% | $4,416+141.2% | $6,691+59.2% |
| Admin fee / account holder | $37 | $10,256-99.6% | $8,291-99.6% | $13,402-99.7% |