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 | $68,663 | $99,011-30.7% | $86,582-20.7% | $147,586-53.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 16.72% | 1312.75%-1296.0pp | 965.08%-948.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,570 | $3,132-49.9% | $2,839-44.7% | $4,876-67.8% |
| Participant deferral / active EE | $3,322 | $3,972-16.4% | $3,609-7.9% | $5,439-38.9% |
| Admin fee / account holder | $56 | $5,709-99.0% | $4,904-98.9% | $10,886-99.5% |