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 | $111,787+57.7% | $93,681+88.2% | $145,978+20.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.50% | 203.52%-195.0pp | 133.47%-125.0pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,131 | $3,093-63.5% | $2,422-53.3% | $4,662-75.7% |
| Participant deferral / active EE | $12,582 | $4,918+155.9% | $4,415+185.0% | $6,690+88.1% |
| Admin fee / account holder | $40 | $10,256-99.6% | $8,290-99.5% | $13,400-99.7% |