Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,370 | $148,623-76.2% | $135,974-74.0% | $139,466-74.6% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 20.78% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,239 | $5,246-76.4% | $4,859-74.5% | $4,754-73.9% |
| Participant deferral / active EE | $2,533 | $8,103-68.7% | $7,760-67.4% | $6,712-62.3% |
| Admin fee / account holder | $167 | $12,406-98.7% | $10,767-98.5% | $11,409-98.5% |