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 | $40,304 | $110,337-63.5% | $102,383-60.6% | $145,877-72.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.42% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,913 | $4,216-54.6% | $3,870-50.6% | $4,663-59.0% |
| Participant deferral / active EE | $6,347 | $5,621+12.9% | $5,060+25.5% | $6,691-5.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |