Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,016 | $96,678-35.9% | $86,640-28.4% | $139,466-55.5% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 26.81% | 106.69%-79.9pp | 592.52%-565.7pp | 373.66%-346.9pp |
| Employer contribution / active EE | $1,134 | $3,265-65.3% | $3,024-62.5% | $4,754-76.1% |
| Participant deferral / active EE | $1,895 | $4,837-60.8% | $4,438-57.3% | $6,712-71.8% |
| Admin fee / account holder | $218 | $6,410-96.6% | $5,616-96.1% | $11,409-98.1% |