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 | $36,532 | $88,815-58.9% | $81,882-55.4% | $145,897-75.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 17.68% | 1033.75%-1016.1pp | 779.47%-761.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,123 | $3,086-63.6% | $2,916-61.5% | $4,663-75.9% |
| Participant deferral / active EE | $2,463 | $4,647-47.0% | $4,323-43.0% | $6,689-63.2% |
| Admin fee / account holder | $135 | $8,434-98.4% | $7,360-98.2% | $13,390-99.0% |