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 | $40,473 | $159,978-74.7% | $147,041-72.5% | $145,978-72.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 14.60% | 98.36%-83.8pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,493 | $5,288-71.8% | $4,935-69.7% | $4,662-68.0% |
| Participant deferral / active EE | $4,011 | $8,429-52.4% | $8,071-50.3% | $6,690-40.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |