Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,676 | $85,171-17.0% | $172,752-59.1% | $72,975-3.2% |
| Participation rate | 32.0% | 70.1%-38.1pp | 82.6%-50.6pp | 69.5%-37.5pp |
| Annual return | 21.70% | 27.32%-5.6pp | 802.97%-781.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $506 | $3,324-84.8% | $5,144-90.2% | $2,440-79.3% |
| Participant deferral / active EE | $1,631 | $3,260-50.0% | $5,198-68.6% | $3,608-54.8% |
| Admin fee / account holder | $127 | $5,880-97.8% | $13,955-99.1% | $5,124-97.5% |