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 | $174,506 | $104,694+66.7% | $85,709+103.6% | $167,536+4.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 15.52% | 21.45%-5.9pp | 21.49%-6.0pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,788 | $3,337-46.4% | $2,619-31.7% | $4,839-63.1% |
| Participant deferral / active EE | $13,000 | $4,826+169.4% | $3,924+231.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |