Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,334 | $228,395-88.9% | $185,861-86.4% | $158,982-84.1% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.0%-23.5pp | 82.0%-27.4pp |
| Annual return | 26.18% | 40.82%-14.6pp | 35.96%-9.8pp | 302.99%-276.8pp |
| Employer contribution / active EE | $1,502 | $4,968-69.8% | $4,088-63.3% | $4,763-68.5% |
| Participant deferral / active EE | $3,273 | $6,417-49.0% | $5,634-41.9% | $5,983-45.3% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |