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 | $60,358 | $108,701-44.5% | $74,723-19.2% | $152,909-60.5% |
| Participation rate | 52.9% | 65.4%-12.4pp | 54.5%-1.5pp | 82.5%-29.5pp |
| Annual return | 19.85% | 114.12%-94.3pp | 753.18%-733.3pp | 345.46%-325.6pp |
| Employer contribution / active EE | $868 | $1,504-42.3% | $1,084-19.9% | $4,764-81.8% |
| Participant deferral / active EE | $2,315 | $2,709-14.5% | $1,962+18.0% | $5,851-60.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |