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 | $66,607 | $45,043+47.9% | $63,005+5.7% | $70,124-5.0% |
| Participation rate | 26.9% | 69.5%-42.6pp | 74.8%-47.9pp | 69.5%-42.6pp |
| Annual return | 18.38% | 18.76%-0.4pp | 87.59%-69.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,123 | $2,466+67.2% | $3,329+23.8% | $3,332+23.7% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |