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 | $59,265 | $99,011-40.1% | $86,582-31.6% | $147,586-59.8% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 12.68% | 1312.75%-1300.1pp | 965.08%-952.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $673 | $3,132-78.5% | $2,839-76.3% | $4,876-86.2% |
| Participant deferral / active EE | $1,799 | $3,972-54.7% | $3,609-50.2% | $5,439-66.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |