Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,392 | $81,668-15.0% | $58,507+18.6% | $139,487-50.3% |
| Participation rate | 19.0% | 61.3%-42.3pp | 50.9%-31.8pp | 80.3%-61.3pp |
| Annual return | 19.10% | 7430.07%-7411.0pp | 4252.32%-4233.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $216 | $1,398-84.6% | $1,053-79.5% | $4,755-95.5% |
| Participant deferral / active EE | $1,557 | $2,554-39.0% | $1,922-19.0% | $6,713-76.8% |
| Admin fee / account holder | $12 | $3,212-99.6% | $2,486-99.5% | $11,407-99.9% |