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 | $176,290 | $111,785+57.7% | $93,669+88.2% | $145,877+20.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.50% | 203.79%-195.3pp | 133.59%-125.1pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,131 | $3,096-63.5% | $2,424-53.4% | $4,663-75.8% |
| Participant deferral / active EE | $12,582 | $4,919+155.8% | $4,416+184.9% | $6,691+88.1% |
| Admin fee / account holder | $40 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |