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 | $49,899 | $118,708-58.0% | $98,920-49.6% | $158,966-68.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 23.09% | 372.49%-349.4pp | 196.47%-173.4pp | 302.95%-279.9pp |
| Employer contribution / active EE | $1,203 | $3,334-63.9% | $2,689-55.3% | $4,762-74.7% |
| Participant deferral / active EE | $7,222 | $5,089+41.9% | $4,245+70.1% | $5,983+20.7% |
| Admin fee / account holder | $145 | $10,134-98.6% | $6,643-97.8% | $11,250-98.7% |