Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,470 | $129,737-77.3% | $119,126-75.3% | $154,746-81.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 22.32% | 379.08%-356.8pp | 282.11%-259.8pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,905 | $4,375-56.5% | $4,034-52.8% | $4,379-56.5% |
| Participant deferral / active EE | $4,202 | $5,842-28.1% | $5,318-21.0% | $6,730-37.6% |
| Admin fee / account holder | $174 | $11,961-98.5% | $10,693-98.4% | $14,365-98.8% |