Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,208 | $165,399-65.4% | $149,745-61.8% | $158,982-64.0% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 26.96% | 348.34%-321.4pp | 276.72%-249.8pp | 302.99%-276.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,575 | $7,183-50.2% | $6,843-47.8% | $5,983-40.3% |
| Admin fee / account holder | $172 | $10,811-98.4% | $9,312-98.2% | $11,252-98.5% |