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 | $14,148 | $99,995-85.9% | $85,063-83.4% | $145,978-90.3% |
| Participation rate | 69.6% | 74.1%-4.5pp | 67.5%+2.1pp | 80.3%-10.7pp |
| Annual return | 14.33% | 83.99%-69.7pp | 66.54%-52.2pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,938 | $3,231-40.0% | $2,727-28.9% | $4,662-58.4% |
| Participant deferral / active EE | $3,422 | $5,295-35.4% | $4,523-24.3% | $6,690-48.8% |
| Admin fee / account holder | $247 | $7,255-96.6% | $6,155-96.0% | $13,400-98.2% |