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 | $70,512 | $125,778-43.9% | $114,563-38.5% | $154,746-54.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 19.71% | 295.14%-275.4pp | 241.09%-221.4pp | 172.34%-152.6pp |
| Employer contribution / active EE | $473 | $2,806-83.2% | $2,592-81.8% | $4,379-89.2% |
| Participant deferral / active EE | $6,362 | $4,445+43.1% | $4,142+53.6% | $6,730-5.5% |
| Admin fee / account holder | $250 | $8,190-96.9% | $7,623-96.7% | $14,365-98.3% |