Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $207,567 | $88,815+133.7% | $81,882+153.5% | $145,897+42.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 19.26% | 1033.75%-1014.5pp | 779.47%-760.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,557 | $3,086-49.6% | $2,916-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $5,076 | $4,647+9.2% | $4,323+17.4% | $6,689-24.1% |
| Admin fee / account holder | $234 | $8,434-97.2% | $7,360-96.8% | $13,390-98.3% |