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 | $55,684 | $106,001-47.5% | $92,235-39.6% | $147,585-62.3% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 17.50% | 50.05%-32.5pp | 176.28%-158.8pp | 578.56%-561.1pp |
| Employer contribution / active EE | $2,491 | $4,333-42.5% | $3,679-32.3% | $4,876-48.9% |
| Participant deferral / active EE | $5,092 | $4,478+13.7% | $3,897+30.7% | $5,439-6.4% |
| Admin fee / account holder | $147 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |