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 | $24,039 | $96,678-75.1% | $86,640-72.3% | $139,466-82.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 25.23% | 106.69%-81.5pp | 592.52%-567.3pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,321 | $3,265-59.6% | $3,024-56.3% | $4,754-72.2% |
| Participant deferral / active EE | $4,399 | $4,837-9.1% | $4,438-0.9% | $6,712-34.5% |
| Admin fee / account holder | $78 | $6,410-98.8% | $5,616-98.6% | $11,409-99.3% |