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 | $151,690 | $27,943+442.8% | $58,507+159.3% | $75,177+101.8% |
| Participation rate | 15.8% | 38.8%-23.1pp | 50.9%-35.1pp | 67.2%-51.4pp |
| Annual return | 19.83% | 44.22%-24.4pp | 4252.32%-4232.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $790 | $670+18.0% | $1,053-25.0% | $2,671-70.4% |
| Participant deferral / active EE | $1,861 | $1,202+54.9% | $1,922-3.2% | $4,126-54.9% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |