Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,476 | $159,934-87.8% | $147,005-86.8% | $145,959-86.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.90% | 98.24%-85.3pp | 418.76%-405.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,170 | $5,287-59.0% | $4,934-56.0% | $4,661-53.4% |
| Participant deferral / active EE | $4,959 | $8,427-41.2% | $8,070-38.5% | $6,689-25.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |