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 | $169,535 | $60,139+181.9% | $90,461+87.4% | $79,856+112.3% |
| Participation rate | 35.0% | 65.0%-30.0pp | 72.7%-37.7pp | 69.6%-34.6pp |
| Annual return | 21.38% | 71.96%-50.6pp | 1294.76%-1273.4pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,432 | $2,069-30.8% | $3,264-56.1% | $2,471-42.0% |
| Participant deferral / active EE | $5,735 | $2,939+95.2% | $3,964+44.7% | $3,741+53.3% |
| Admin fee / account holder | $226 | $3,978-94.3% | $5,617-96.0% | $5,306-95.7% |