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 | $57,846 | $211,224-72.6% | $178,505-67.6% | $145,897-60.4% |
| Participation rate | 46.7% | 80.8%-34.2pp | 77.1%-30.5pp | 80.3%-33.6pp |
| Annual return | 12.10% | 30.28%-18.2pp | 27.16%-15.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,276 | $4,577-72.1% | $3,955-67.7% | $4,663-72.6% |
| Participant deferral / active EE | $1,400 | $6,966-79.9% | $6,280-77.7% | $6,689-79.1% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |