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 | $24,784 | $148,623-83.3% | $135,974-81.8% | $139,466-82.2% |
| Participation rate | 61.1% | 83.9%-22.8pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 28.53% | 79.30%-50.8pp | 68.30%-39.8pp | 373.66%-345.1pp |
| Employer contribution / active EE | $1,343 | $5,246-74.4% | $4,859-72.4% | $4,754-71.8% |
| Participant deferral / active EE | $6,747 | $8,103-16.7% | $7,760-13.1% | $6,712+0.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |