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 | $35,403 | $107,353-67.0% | $92,903-61.9% | $152,885-76.8% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 24.86% | 145.62%-120.8pp | 109.43%-84.6pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,057 | $4,222-75.0% | $3,653-71.1% | $4,763-77.8% |
| Participant deferral / active EE | $3,792 | $4,848-21.8% | $4,238-10.5% | $5,851-35.2% |
| Admin fee / account holder | $38 | $7,081-99.5% | $5,795-99.3% | $11,598-99.7% |