Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,955 | $96,508-69.0% | $75,901-60.5% | $152,897-80.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.5%-20.0pp |
| Annual return | 27.03% | 33.99%-7.0pp | 30.76%-3.7pp | 345.43%-318.4pp |
| Employer contribution / active EE | $1,123 | $3,310-66.1% | $2,501-55.1% | $4,764-76.4% |
| Participant deferral / active EE | $3,289 | $4,554-27.8% | $3,603-8.7% | $5,851-43.8% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |