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 | $35,829 | $110,039-67.4% | $97,260-63.2% | $145,884-75.4% |
| Participation rate | 46.2% | 75.9%-29.8pp | 72.7%-26.5pp | 80.3%-34.1pp |
| Annual return | 9.04% | 244.44%-235.4pp | 75.54%-66.5pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,132 | $3,074-30.6% | $2,721-21.6% | $4,662-54.3% |
| Participant deferral / active EE | $3,810 | $4,674-18.5% | $4,262-10.6% | $6,690-43.1% |
| Admin fee / account holder | $152 | $6,204-97.5% | $5,640-97.3% | $13,392-98.9% |