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 | $25,081 | $156,398-84.0% | $147,318-83.0% | $138,895-81.9% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 32.27% | 78.75%-46.5pp | 70.43%-38.2pp | 145.39%-113.1pp |
| Employer contribution / active EE | $1,466 | $4,853-69.8% | $4,593-68.1% | $4,194-65.0% |
| Participant deferral / active EE | $5,084 | $8,237-38.3% | $7,906-35.7% | $6,396-20.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |