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 | $61,389 | $115,796-47.0% | $101,264-39.4% | $158,950-61.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 52.37% | 56.15%-3.8pp | 46.48%+5.9pp | 302.91%-250.5pp |
| Employer contribution / active EE | $1,582 | $4,175-62.1% | $3,660-56.8% | $4,762-66.8% |
| Participant deferral / active EE | $4,114 | $4,958-17.0% | $4,370-5.9% | $5,983-31.2% |
| Admin fee / account holder | $18 | $7,247-99.8% | $5,947-99.7% | $11,248-99.8% |