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 | $156,086 | $133,998+16.5% | $112,263+39.0% | $134,545+16.0% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -15.41% | 47.17%-62.6pp | 27.49%-42.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,017 | $4,040-74.8% | $3,636-72.0% | $4,742-78.6% |
| Participant deferral / active EE | $3,198 | $5,292-39.6% | $4,729-32.4% | $6,401-50.0% |
| Admin fee / account holder | $7 | $7,493-99.9% | $6,410-99.9% | $11,431-99.9% |