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 | $62,181 | $176,402-64.8% | $134,162-53.7% | $158,982-60.9% |
| Participation rate | 61.9% | 78.7%-16.8pp | 72.2%-10.3pp | 82.0%-20.1pp |
| Annual return | 21.32% | 63.66%-42.3pp | 36.35%-15.0pp | 302.99%-281.7pp |
| Employer contribution / active EE | $2,860 | $5,042-43.3% | $3,705-22.8% | $4,763-40.0% |
| Participant deferral / active EE | $6,966 | $4,093+70.2% | $3,500+99.1% | $5,983+16.4% |
| Admin fee / account holder | $5 | $8,719-99.9% | $6,685-99.9% | $11,252-100.0% |