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 | $27,002 | $103,008-73.8% | $90,304-70.1% | $152,897-82.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 24.76% | 95.22%-70.5pp | 78.13%-53.4pp | 345.43%-320.7pp |
| Employer contribution / active EE | $2,056 | $3,139-34.5% | $2,855-28.0% | $4,764-56.8% |
| Participant deferral / active EE | $6,229 | $4,281+45.5% | $3,885+60.3% | $5,851+6.5% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |