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 | $46,449 | $109,372-57.5% | $89,414-48.1% | $158,966-70.8% |
| Participation rate | 13.6% | 74.3%-60.6pp | 68.0%-54.3pp | 82.0%-68.3pp |
| Annual return | 18.01% | 345.55%-327.5pp | 245.50%-227.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $380 | $3,171-88.0% | $2,586-85.3% | $4,762-92.0% |
| Participant deferral / active EE | $1,142 | $4,598-75.2% | $3,890-70.6% | $5,983-80.9% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |