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 | $42,888 | $176,786-75.7% | $146,643-70.8% | $167,536-74.4% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 16.58% | 24.04%-7.5pp | 22.75%-6.2pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,954 | $5,161-62.1% | $4,137-52.8% | $4,839-59.6% |
| Participant deferral / active EE | $4,915 | $6,440-23.7% | $5,506-10.7% | $6,342-22.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |