Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,940 | $90,489-54.8% | $76,051-46.2% | $145,978-72.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 15.08% | 622.78%-607.7pp | 360.42%-345.3pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,311 | $3,319-30.4% | $2,690-14.1% | $4,662-50.4% |
| Participant deferral / active EE | $5,210 | $5,164+0.9% | $4,257+22.4% | $6,690-22.1% |
| Admin fee / account holder | $33 | $8,374-99.6% | $6,416-99.5% | $13,400-99.8% |