Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,573 | $109,411-50.1% | $89,435-39.0% | $158,982-65.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 19.18% | 345.68%-326.5pp | 245.55%-226.4pp | 302.99%-283.8pp |
| Employer contribution / active EE | $1,907 | $3,173-39.9% | $2,587-26.3% | $4,763-60.0% |
| Participant deferral / active EE | $4,298 | $4,600-6.6% | $3,890+10.5% | $5,983-28.2% |
| Admin fee / account holder | $220 | $6,159-96.4% | $4,884-95.5% | $11,252-98.0% |