Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,431 | $165,399-73.1% | $149,745-70.3% | $158,982-72.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 21.26% | 348.34%-327.1pp | 276.72%-255.5pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,654 | $5,105-67.6% | $4,646-64.4% | $4,763-65.3% |
| Participant deferral / active EE | $6,191 | $7,183-13.8% | $6,843-9.5% | $5,983+3.5% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |