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 | $56,384 | $226,135-75.1% | $182,558-69.1% | $152,909-63.1% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.5%-60.2pp |
| Annual return | 29.48% | 192.60%-163.1pp | 148.59%-119.1pp | 345.46%-316.0pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,967 | $6,371-69.1% | $5,526-64.4% | $5,851-66.4% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |