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 | $33,889 | $110,093-69.2% | $97,295-65.2% | $145,897-76.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 17.93% | 244.76%-226.8pp | 75.62%-57.7pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,537 | $3,077-50.0% | $2,723-43.5% | $4,663-67.0% |
| Participant deferral / active EE | $3,763 | $4,678-19.6% | $4,264-11.7% | $6,689-43.7% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |