Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,014 | $148,623-87.2% | $135,974-86.0% | $139,466-86.4% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 83.03% | 79.30%+3.7pp | 68.30%+14.7pp | 373.66%-290.6pp |
| Employer contribution / active EE | $2,018 | $5,246-61.5% | $4,859-58.5% | $4,754-57.5% |
| Participant deferral / active EE | $3,945 | $8,103-51.3% | $7,760-49.2% | $6,712-41.2% |
| Admin fee / account holder | $91 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |