Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $83,609 | $109,411-23.6% | $89,435-6.5% | $158,982-47.4% |
| Participation rate | 61.1% | 74.3%-13.2pp | 68.0%-6.9pp | 82.0%-20.9pp |
| Annual return | 7.86% | 345.68%-337.8pp | 245.55%-237.7pp | 302.99%-295.1pp |
| Employer contribution / active EE | $1,487 | $3,173-53.1% | $2,587-42.5% | $4,763-68.8% |
| Participant deferral / active EE | $3,446 | $4,600-25.1% | $3,890-11.4% | $5,983-42.4% |
| Admin fee / account holder | $15 | $6,159-99.8% | $4,884-99.7% | $11,252-99.9% |