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 | $29,095 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 22.18% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,062 | $4,804-57.1% | $4,554-54.7% | $4,156-50.4% |
| Participant deferral / active EE | $3,488 | $8,216-57.6% | $7,897-55.8% | $6,407-45.6% |
| Admin fee / account holder | $16 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |