Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,137 | $209,425-83.7% | $178,499-80.9% | $158,966-78.5% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 14.98% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,562 | $5,707-72.6% | $5,011-68.8% | $4,762-67.2% |
| Participant deferral / active EE | $3,943 | $5,955-33.8% | $5,202-24.2% | $5,983-34.1% |
| Admin fee / account holder | $248 | $17,078-98.6% | $13,986-98.2% | $11,250-97.8% |