Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $238,432 | $73,421+224.7% | $66,439+258.9% | $155,188+53.6% |
| Participation rate | 44.4% | 79.7%-35.3pp | 74.5%-30.1pp | 80.8%-36.4pp |
| Annual return | 14.00% | 1382.37%-1368.4pp | 757.66%-743.7pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,642 | $3,039-46.0% | $2,637-37.7% | $4,248-61.3% |
| Participant deferral / active EE | $10,424 | $4,680+122.7% | $3,876+168.9% | $6,531+59.6% |
| Admin fee / account holder | $154 | $8,856-98.3% | $6,173-97.5% | $14,480-98.9% |