Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,810 | $29,359-76.8% | $56,077-87.9% | - |
| Participation rate | 34.3% | 38.0%-3.7pp | 52.5%-18.2pp | - |
| Annual return | 45.75% | 15.65%+30.1pp | 1709.28%-1663.5pp | - |
| Employer contribution / active EE | $490 | $424+15.4% | $1,040-52.9% | - |
| Participant deferral / active EE | $748 | $855-12.5% | $1,954-61.7% | - |
| Admin fee / account holder | $118 | $1,790-93.4% | $2,825-95.8% | - |