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 | $38,969 | $198,457-80.4% | $170,435-77.1% | $147,586-73.6% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 25.70% | 257.30%-231.6pp | 205.94%-180.2pp | 578.59%-552.9pp |
| Employer contribution / active EE | $1,340 | $6,183-78.3% | $5,432-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $4,433 | $5,629-21.2% | $4,939-10.2% | $5,439-18.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |