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 | $39,553 | $165,361-76.1% | $149,715-73.6% | $158,950-75.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 24.70% | 348.24%-323.5pp | 276.66%-252.0pp | 302.91%-278.2pp |
| Employer contribution / active EE | $2,961 | $5,103-42.0% | $4,645-36.3% | $4,762-37.8% |
| Participant deferral / active EE | $3,958 | $7,182-44.9% | $6,842-42.1% | $5,983-33.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |