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 | $25,555 | $162,529-84.3% | $130,788-80.5% | $154,746-83.5% |
| Participation rate | 46.2% | 75.9%-29.7pp | 70.1%-23.9pp | 80.7%-34.5pp |
| Annual return | 20.02% | 510.48%-490.5pp | 386.44%-366.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $796 | $4,447-82.1% | $3,558-77.6% | $4,379-81.8% |
| Participant deferral / active EE | $1,411 | $4,808-70.7% | $4,137-65.9% | $6,730-79.0% |
| Admin fee / account holder | $92 | $7,669-98.8% | $6,673-98.6% | $14,365-99.4% |