Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $72,542 | $51,631+40.5% | $129,397-43.9% | $80,925-10.4% |
| Participation rate | 12.5% | 56.9%-44.4pp | 69.6%-57.1pp | 67.7%-55.2pp |
| Annual return | 12.00% | 20.77%-8.8pp | 9453.98%-9442.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $509 | $1,583-67.9% | $4,154-87.8% | $2,756-81.5% |
| Participant deferral / active EE | $1,200 | $2,670-55.0% | $4,167-71.2% | $4,299-72.1% |
| Admin fee / account holder | $287 | $4,309-93.3% | $7,679-96.3% | $6,940-95.9% |