Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,192 | $117,829-53.2% | $102,423-46.1% | $145,877-62.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 14.36% | 31.83%-17.5pp | 29.42%-15.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,837 | $3,615-49.2% | $3,023-39.2% | $4,663-60.6% |
| Participant deferral / active EE | $2,974 | $5,732-48.1% | $5,054-41.2% | $6,691-55.5% |
| Admin fee / account holder | $53 | $13,335-99.6% | $9,455-99.4% | $13,402-99.6% |