Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,965 | $111,535-83.0% | $105,223-82.0% | $137,256-86.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 21.99% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,086 | $3,939-72.4% | $3,689-70.6% | $4,156-73.9% |
| Participant deferral / active EE | $1,733 | $5,500-68.5% | $5,072-65.8% | $6,407-73.0% |
| Admin fee / account holder | $246 | $9,721-97.5% | $8,859-97.2% | $12,270-98.0% |