Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $71,682 | $183,516-60.9% | $155,534-53.9% | $145,884-50.9% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 14.96% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,069 | $5,315-79.9% | $4,675-77.1% | $4,662-77.1% |
| Participant deferral / active EE | $3,392 | $6,467-47.5% | $5,630-39.8% | $6,690-49.3% |
| Admin fee / account holder | $29 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |