Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $69,705 | $90,489-23.0% | $76,051-8.3% | $145,978-52.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 13.66% | 622.78%-609.1pp | 360.42%-346.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $800 | $3,319-75.9% | $2,690-70.3% | $4,662-82.8% |
| Participant deferral / active EE | $5,000 | $5,164-3.2% | $4,257+17.4% | $6,690-25.3% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |