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 | $31,081 | $148,582-79.1% | $135,942-77.1% | $139,456-77.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.59% | 79.26%-58.7pp | 68.28%-47.7pp | 373.45%-352.9pp |
| Employer contribution / active EE | $2,355 | $5,245-55.1% | $4,858-51.5% | $4,753-50.5% |
| Participant deferral / active EE | $3,500 | $8,101-56.8% | $7,759-54.9% | $6,711-47.9% |
| Admin fee / account holder | $14 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |