Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,605 | $182,442-79.9% | $163,379-77.6% | $138,895-73.6% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 29.52% | 72.74%-43.2pp | 63.41%-33.9pp | 145.39%-115.9pp |
| Employer contribution / active EE | $1,440 | $4,159-65.4% | $3,752-61.6% | $4,194-65.7% |
| Participant deferral / active EE | $2,160 | $6,817-68.3% | $6,282-65.6% | $6,396-66.2% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |