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 | $76,368+212.2% | $67,681+252.3% | $154,746+54.1% |
| Participation rate | 44.4% | 79.0%-34.5pp | 73.7%-29.3pp | 80.7%-36.3pp |
| Annual return | 14.00% | 1066.77%-1052.8pp | 590.58%-576.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,642 | $3,151-47.9% | $2,678-38.7% | $4,379-62.5% |
| Participant deferral / active EE | $10,424 | $4,824+116.1% | $3,976+162.2% | $6,730+54.9% |
| Admin fee / account holder | $154 | $8,559-98.2% | $6,100-97.5% | $14,365-98.9% |