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 | $17,399 | $100,203-82.6% | $85,240-79.6% | $145,897-88.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 28.32% | 84.28%-56.0pp | 66.75%-38.4pp | 552.29%-524.0pp |
| Employer contribution / active EE | $1,709 | $3,242-47.3% | $2,735-37.5% | $4,663-63.4% |
| Participant deferral / active EE | $2,427 | $5,299-54.2% | $4,527-46.4% | $6,689-63.7% |
| Admin fee / account holder | $75 | $7,265-99.0% | $6,165-98.8% | $13,390-99.4% |