Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,562 | $109,967-66.8% | $97,197-62.4% | $145,877-74.9% |
| Participation rate | 57.1% | 76.0%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 11.34% | 244.27%-232.9pp | 75.47%-64.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,454 | $3,077-52.7% | $2,723-46.6% | $4,663-68.8% |
| Participant deferral / active EE | $3,716 | $4,676-20.5% | $4,263-12.8% | $6,691-44.5% |
| Admin fee / account holder | $139 | $6,199-97.8% | $5,637-97.5% | $13,402-99.0% |