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 | $50,984 | $102,385-50.2% | $147,080-65.3% | $80,935-37.0% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 16.22% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,389 | $3,717-62.6% | $4,933-71.8% | $2,757-49.6% |
| Participant deferral / active EE | $3,452 | $6,651-48.1% | $8,066-57.2% | $4,299-19.7% |
| Admin fee / account holder | $88 | $7,951-98.9% | $12,989-99.3% | $6,924-98.7% |