Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,677 | $183,592-76.2% | $155,567-71.9% | $145,959-70.1% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 12.03% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,391 | $5,315-73.8% | $4,674-70.2% | $4,661-70.2% |
| Participant deferral / active EE | $3,064 | $6,464-52.6% | $5,628-45.6% | $6,689-54.2% |
| Admin fee / account holder | $25 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |