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 | $20,453 | $160,040-87.2% | $147,096-86.1% | $145,877-86.0% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 18.76% | 98.49%-79.7pp | 419.75%-401.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,201 | $5,289-77.3% | $4,936-75.7% | $4,663-74.2% |
| Participant deferral / active EE | $3,565 | $8,429-57.7% | $8,071-55.8% | $6,691-46.7% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |