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 | $61,306 | $76,634-20.0% | $56,054+9.4% | $145,978-58.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.62% | 3004.33%-2991.7pp | 1705.95%-1693.3pp | 550.52%-537.9pp |
| Employer contribution / active EE | $545 | $1,380-60.5% | $1,039-47.5% | $4,662-88.3% |
| Participant deferral / active EE | $1,659 | $2,622-36.8% | $1,952-15.0% | $6,690-75.2% |
| Admin fee / account holder | $211 | $3,321-93.7% | $2,822-92.5% | $13,400-98.4% |