Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,831 | $125,778-53.2% | $114,563-48.6% | $154,746-62.0% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.9%-18.4pp | 80.7%-26.2pp |
| Annual return | 17.55% | 295.14%-277.6pp | 241.09%-223.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,303 | $2,806-53.6% | $2,592-49.7% | $4,379-70.2% |
| Participant deferral / active EE | $6,627 | $4,445+49.1% | $4,142+60.0% | $6,730-1.5% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |