Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,944 | $49,249-16.9% | $70,476-41.9% | $79,852-48.7% |
| Participation rate | 59.5% | 69.2%-9.7pp | 75.1%-15.6pp | 69.6%-10.2pp |
| Annual return | 20610.23% | 30.09%+20580.1pp | 109.12%+20501.1pp | 31.72%+20578.5pp |
| Employer contribution / active EE | $1,460 | $2,100-30.5% | $2,738-46.7% | $2,471-40.9% |
| Participant deferral / active EE | $7,688 | $2,769+177.7% | $3,710+107.2% | $3,740+105.5% |
| Admin fee / account holder | $22 | $2,878-99.2% | $3,847-99.4% | $5,306-99.6% |