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 | $44,546 | $169,161-73.7% | $129,295-65.5% | $145,959-69.5% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 12.41% | 14348.07%-14335.7pp | 9429.28%-9416.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $343 | $5,543-93.8% | $4,157-91.7% | $4,661-92.6% |
| Participant deferral / active EE | $4,033 | $4,989-19.2% | $4,169-3.3% | $6,689-39.7% |
| Admin fee / account holder | $203 | $9,878-97.9% | $7,665-97.4% | $13,398-98.5% |