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 | $27,135 | $111,878-75.7% | $93,727-71.0% | $145,897-81.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 22.29% | 204.28%-182.0pp | 133.83%-111.5pp | 552.29%-530.0pp |
| Employer contribution / active EE | $614 | $3,092-80.1% | $2,421-74.6% | $4,663-86.8% |
| Participant deferral / active EE | $2,006 | $4,920-59.2% | $4,417-54.6% | $6,689-70.0% |
| Admin fee / account holder | $18 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |