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 | $99,662 | $96,678+3.1% | $86,640+15.0% | $139,466-28.5% |
| Participation rate | 43.8% | 74.4%-30.7pp | 71.7%-28.0pp | 80.3%-36.6pp |
| Annual return | 18.02% | 106.69%-88.7pp | 592.52%-574.5pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,378 | $3,265-57.8% | $3,024-54.4% | $4,754-71.0% |
| Participant deferral / active EE | $4,280 | $4,837-11.5% | $4,438-3.6% | $6,712-36.2% |
| Admin fee / account holder | $78 | $6,410-98.8% | $5,616-98.6% | $11,409-99.3% |