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 | $24,191 | $85,169-71.6% | $172,755-86.0% | $72,983-66.9% |
| Participation rate | 54.9% | 70.1%-15.2pp | 82.6%-27.7pp | 69.5%-14.6pp |
| Annual return | 27.21% | 27.32%-0.1pp | 802.94%-775.7pp | 81.01%-53.8pp |
| Employer contribution / active EE | $927 | $3,324-72.1% | $5,144-82.0% | $2,440-62.0% |
| Participant deferral / active EE | $1,574 | $3,260-51.7% | $5,198-69.7% | $3,608-56.4% |
| Admin fee / account holder | $261 | $5,880-95.6% | $13,955-98.1% | $5,124-94.9% |