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 | $229,034 | $94,439+142.5% | $73,658+210.9% | $154,746+48.0% |
| Participation rate | 12.5% | 64.7%-52.2pp | 57.0%-44.5pp | 80.7%-68.2pp |
| Annual return | 15.57% | 28.25%-12.7pp | 29.72%-14.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $534 | $1,257-57.6% | $1,032-48.3% | $4,379-87.8% |
| Participant deferral / active EE | $2,135 | $2,527-15.5% | $2,062+3.5% | $6,730-68.3% |
| Admin fee / account holder | $160 | $3,843-95.8% | $3,357-95.2% | $14,365-98.9% |