Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,440 | $185,905-84.2% | $170,057-82.7% | $139,487-78.9% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 28.09% | 60.56%-32.5pp | 53.42%-25.3pp | 373.84%-345.8pp |
| Employer contribution / active EE | $3,432 | $7,597-54.8% | $6,790-49.5% | $4,755-27.8% |
| Participant deferral / active EE | $4,346 | $11,627-62.6% | $10,411-58.3% | $6,713-35.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |