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 | $65,423 | $94,749-31.0% | $112,899-42.1% | $139,456-53.1% |
| Participation rate | 55.6% | 81.3%-25.7pp | 80.5%-25.0pp | 80.3%-24.8pp |
| Annual return | 19.93% | 40.92%-21.0pp | 34.11%-14.2pp | 373.45%-353.5pp |
| Employer contribution / active EE | $1,274 | $4,630-72.5% | $4,566-72.1% | $4,753-73.2% |
| Participant deferral / active EE | $5,824 | $6,517-10.6% | $6,516-10.6% | $6,711-13.2% |
| Admin fee / account holder | $20 | $8,530-99.8% | $7,047-99.7% | $11,407-99.8% |