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 | $18,123 | $103,008-82.4% | $90,304-79.9% | $152,897-88.1% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.5%-27.9pp |
| Annual return | 24.20% | 95.22%-71.0pp | 78.13%-53.9pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,058 | $3,139-66.3% | $2,855-62.9% | $4,764-77.8% |
| Participant deferral / active EE | $2,018 | $4,281-52.9% | $3,885-48.1% | $5,851-65.5% |
| Admin fee / account holder | $262 | $6,175-95.8% | $5,354-95.1% | $11,599-97.7% |