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 | $82,492 | $118,708-30.5% | $98,920-16.6% | $158,982-48.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 11.89% | 372.49%-360.6pp | 196.47%-184.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,474 | $3,334-55.8% | $2,689-45.2% | $4,763-69.1% |
| Participant deferral / active EE | $4,068 | $5,089-20.1% | $4,245-4.2% | $5,983-32.0% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |