Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,519 | $157,276-84.4% | $141,177-82.6% | $152,885-84.0% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 24.10% | 64.33%-40.2pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,360 | $7,110-52.7% | $6,710-49.9% | $5,851-42.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |