Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,819 | $208,088-66.4% | $186,193-62.5% | $154,746-54.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 14.82% | 89.97%-75.2pp | 78.03%-63.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,505 | $4,340-65.3% | $3,918-61.6% | $4,379-65.6% |
| Participant deferral / active EE | $12,432 | $7,078+75.6% | $6,513+90.9% | $6,730+84.7% |
| Admin fee / account holder | $270 | $11,698-97.7% | $11,058-97.6% | $14,365-98.1% |