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 | $50,735 | $169,356-70.0% | $129,406-60.8% | $145,897-65.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 19.26% | 14418.62%-14399.4pp | 9468.18%-9448.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $3,643 | $5,542-34.3% | $4,155-12.3% | $4,663-21.9% |
| Participant deferral / active EE | $7,769 | $4,987+55.8% | $4,167+86.4% | $6,689+16.1% |
| Admin fee / account holder | $261 | $9,915-97.4% | $7,689-96.6% | $13,390-98.1% |