Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $58,738 | $99,921-41.2% | $85,009-30.9% | $145,959-59.8% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 18.32% | 83.89%-65.6pp | 66.47%-48.1pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,377 | $3,233-57.4% | $2,728-49.5% | $4,661-70.5% |
| Participant deferral / active EE | $5,201 | $5,293-1.7% | $4,522+15.0% | $6,689-22.2% |
| Admin fee / account holder | $246 | $7,252-96.6% | $6,153-96.0% | $13,398-98.2% |