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 | $61,041 | $198,457-69.2% | $170,435-64.2% | $147,586-58.6% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 16.87% | 257.30%-240.4pp | 205.94%-189.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,457 | $6,183-76.4% | $5,432-73.2% | $4,876-70.1% |
| Participant deferral / active EE | $2,536 | $5,629-55.0% | $4,939-48.7% | $5,439-53.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |