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 | $65,182 | $167,030-61.0% | $135,768-52.0% | $155,188-58.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 15.22% | 678.39%-663.2pp | 526.10%-510.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $849 | $4,132-79.5% | $3,394-75.0% | $4,248-80.0% |
| Participant deferral / active EE | $849 | $4,528-81.3% | $3,977-78.7% | $6,531-87.0% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |