Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,259 | $162,821-81.4% | $133,978-77.4% | $158,982-81.0% |
| Participation rate | 46.7% | 83.2%-36.6pp | 79.8%-33.2pp | 82.0%-35.3pp |
| Annual return | 25.15% | 41.95%-16.8pp | 45.10%-19.9pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,584 | $4,976-68.2% | $3,919-59.6% | $4,763-66.7% |
| Participant deferral / active EE | $3,164 | $5,910-46.5% | $5,047-37.3% | $5,983-47.1% |
| Admin fee / account holder | $36 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |