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 | $56,318 | $118,877-52.6% | $96,570-41.7% | $167,536-66.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 17.65% | 50.50%-32.9pp | 37.79%-20.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,330 | $3,121-57.4% | $2,357-43.6% | $4,839-72.5% |
| Participant deferral / active EE | $1,330 | $4,617-71.2% | $3,849-65.5% | $6,342-79.0% |
| Admin fee / account holder | $298 | $8,069-96.3% | $6,182-95.2% | $12,315-97.6% |