Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,116 | $118,875-86.4% | $96,572-83.3% | $167,553-90.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 21.84% | 50.50%-28.7pp | 37.79%-16.0pp | 478.89%-457.1pp |
| Employer contribution / active EE | $906 | $3,121-71.0% | $2,357-61.6% | $4,840-81.3% |
| Participant deferral / active EE | $2,057 | $4,617-55.5% | $3,850-46.6% | $6,343-67.6% |
| Admin fee / account holder | $53 | $8,070-99.3% | $6,183-99.1% | $12,316-99.6% |