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 | $141,539 | $56,199+151.9% | $67,652+109.2% | $59,632+137.4% |
| Participation rate | 64.0% | 71.5%-7.5pp | 75.7%-11.7pp | 68.7%-4.7pp |
| Annual return | 5.58% | 18505.31%-18499.7pp | 6625.04%-6619.5pp | 2041.32%-2035.7pp |
| Employer contribution / active EE | $790 | $1,614-51.1% | $2,266-65.1% | $2,203-64.1% |
| Participant deferral / active EE | $3,209 | $2,844+12.8% | $3,560-9.9% | $3,192+0.5% |
| Admin fee / account holder | $111 | $3,958-97.2% | $4,821-97.7% | $4,297-97.4% |