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 | $39,458 | $96,524-59.1% | $75,900-48.0% | $152,909-74.2% |
| Participation rate | 61.1% | 76.2%-15.1pp | 69.3%-8.2pp | 82.5%-21.3pp |
| Annual return | 24.34% | 33.93%-9.6pp | 30.73%-6.4pp | 345.46%-321.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,257 | $4,554-50.4% | $3,604-37.4% | $5,851-61.4% |
| Admin fee / account holder | $10 | $8,082-99.9% | $5,421-99.8% | $11,601-99.9% |