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 | $84,020 | $60,119+39.8% | $90,430-7.1% | $79,858+5.2% |
| Participation rate | 48.1% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.5pp |
| Annual return | 13.59% | 71.94%-58.3pp | 1293.73%-1280.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,699 | $2,068-17.8% | $3,262-47.9% | $2,471-31.3% |
| Participant deferral / active EE | $3,463 | $2,938+17.9% | $3,963-12.6% | $3,740-7.4% |
| Admin fee / account holder | $250 | $3,976-93.7% | $5,613-95.6% | $5,306-95.3% |