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 | $107,091 | $154,159-30.5% | $130,026-17.6% | $139,456-23.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 13.97% | 32.50%-18.5pp | -137.26%+151.2pp | 373.45%-359.5pp |
| Employer contribution / active EE | $8,393 | $5,292+58.6% | $4,321+94.2% | $4,753+76.6% |
| Participant deferral / active EE | $8,393 | $6,710+25.1% | $5,821+44.2% | $6,711+25.1% |
| Admin fee / account holder | $24 | $14,001-99.8% | $10,608-99.8% | $11,407-99.8% |