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 | $53,094 | $81,331-34.7% | $155,534-65.9% | $80,935-34.4% |
| Participation rate | 23.3% | 66.3%-43.0pp | 78.2%-55.0pp | 67.7%-44.4pp |
| Annual return | 51.96% | 33.37%+18.6pp | 64.92%-13.0pp | 35.66%+16.3pp |
| Employer contribution / active EE | $549 | $3,105-82.3% | $4,675-88.2% | $2,757-80.1% |
| Participant deferral / active EE | $1,949 | $3,454-43.6% | $5,630-65.4% | $4,299-54.7% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |