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 | $26,173 | $153,311-82.9% | $109,313-76.1% | $273,972-90.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 101.18% | 29.86%+71.3pp | 22.07%+79.1pp | 41.46%+59.7pp |
| Employer contribution / active EE | $523 | $5,619-90.7% | $3,892-86.6% | $4,869-89.3% |
| Participant deferral / active EE | $18,000 | $3,932+357.8% | $3,166+468.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |