Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,442 | $110,410-76.1% | $102,437-74.2% | $145,897-81.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.64% | 24.85%-9.2pp | 24.95%-9.3pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,349 | $4,217-44.3% | $3,871-39.3% | $4,663-49.6% |
| Participant deferral / active EE | $6,308 | $5,622+12.2% | $5,060+24.7% | $6,689-5.7% |
| Admin fee / account holder | $119 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |