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 | $58,094 | $166,131-65.0% | $164,975-64.8% | $145,877-60.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.02% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,403 | $5,276-54.4% | $4,343-44.7% | $4,663-48.5% |
| Participant deferral / active EE | $10,701 | $6,962+53.7% | $6,033+77.4% | $6,691+59.9% |
| Admin fee / account holder | $52 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |