Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,950 | $148,623-78.5% | $135,974-76.5% | $139,466-77.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 22.56% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,553 | $5,246-70.4% | $4,859-68.0% | $4,754-67.3% |
| Participant deferral / active EE | $7,293 | $8,103-10.0% | $7,760-6.0% | $6,712+8.7% |
| Admin fee / account holder | $299 | $12,406-97.6% | $10,767-97.2% | $11,409-97.4% |