Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,264 | $81,763-91.1% | $58,561-87.6% | $139,466-94.8% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 27.17% | 7427.77%-7400.6pp | 4251.33%-4224.2pp | 373.66%-346.5pp |
| Employer contribution / active EE | $741 | $1,398-47.0% | $1,053-29.6% | $4,754-84.4% |
| Participant deferral / active EE | $1,231 | $2,555-51.8% | $1,923-36.0% | $6,712-81.7% |
| Admin fee / account holder | $112 | $3,273-96.6% | $2,520-95.6% | $11,409-99.0% |