Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,147 | $110,528-76.3% | $80,727-67.6% | $167,497-84.4% |
| Participation rate | 21.1% | 64.0%-42.9pp | 54.2%-33.1pp | 82.1%-61.1pp |
| Annual return | 24.46% | 120.55%-96.1pp | 87.28%-62.8pp | 478.62%-454.2pp |
| Employer contribution / active EE | $769 | $1,543-50.1% | $1,160-33.7% | $4,838-84.1% |
| Participant deferral / active EE | $2,755 | $2,871-4.0% | $2,146+28.4% | $6,341-56.5% |
| Admin fee / account holder | $20 | $4,546-99.6% | $3,380-99.4% | $12,310-99.8% |