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 | $75,281 | $110,551-31.9% | $80,741-6.8% | $167,536-55.1% |
| Participation rate | 15.0% | 64.0%-49.0pp | 54.2%-39.2pp | 82.1%-67.1pp |
| Annual return | 19.71% | 120.57%-100.9pp | 87.30%-67.6pp | 478.82%-459.1pp |
| Employer contribution / active EE | $437 | $1,543-71.7% | $1,160-62.3% | $4,839-91.0% |
| Participant deferral / active EE | $2,205 | $2,870-23.2% | $2,145+2.8% | $6,342-65.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |