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 | $38,208 | $111,814-65.8% | $103,374-63.0% | $145,959-73.8% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 17.58% | 24.77%-7.2pp | 24.89%-7.3pp | 561.95%-544.4pp |
| Employer contribution / active EE | $2,651 | $4,214-37.1% | $3,869-31.5% | $4,661-43.1% |
| Participant deferral / active EE | $3,052 | $5,618-45.7% | $5,058-39.6% | $6,689-54.4% |
| Admin fee / account holder | $10 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |