Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,361 | $106,280-48.9% | $96,538-43.7% | $139,487-61.0% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 16.31% | 38.48%-22.2pp | 35.74%-19.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,104 | $4,107-73.1% | $3,740-70.5% | $4,755-76.8% |
| Participant deferral / active EE | $7,833 | $5,457+43.5% | $4,880+60.5% | $6,713+16.7% |
| Admin fee / account holder | $30 | $7,888-99.6% | $6,737-99.6% | $11,407-99.7% |