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 | $27,706 | $95,383-71.0% | $185,837-85.1% | $85,856-67.7% |
| Participation rate | 58.5% | 68.8%-10.3pp | 81.7%-23.2pp | 69.3%-10.8pp |
| Annual return | 15.04% | 23.59%-8.5pp | 122.08%-107.0pp | 318.58%-303.5pp |
| Employer contribution / active EE | $1,453 | $3,313-56.2% | $5,168-71.9% | $2,565-43.4% |
| Participant deferral / active EE | $2,655 | $3,423-22.4% | $5,568-52.3% | $3,952-32.8% |
| Admin fee / account holder | $235 | $7,213-96.7% | $16,241-98.6% | $6,261-96.2% |