Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,050 | $111,814-37.4% | $103,374-32.2% | $145,959-52.0% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.89%-24.9pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,365 | $4,214-67.6% | $3,869-64.7% | $4,661-70.7% |
| Participant deferral / active EE | $3,977 | $5,618-29.2% | $5,058-21.4% | $6,689-40.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |