Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,079 | $108,701-60.4% | $74,723-42.3% | $152,909-71.8% |
| Participation rate | 66.7% | 65.4%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | 2.77% | 114.12%-111.4pp | 753.18%-750.4pp | 345.46%-342.7pp |
| Employer contribution / active EE | $5,496 | $1,504+265.4% | $1,084+407.0% | $4,764+15.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $127 | $4,906-97.4% | $3,335-96.2% | $11,601-98.9% |