Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,378 | $111,878-36.2% | $93,727-23.8% | $145,897-51.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 12.15% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,235 | $3,092-60.1% | $2,421-49.0% | $4,663-73.5% |
| Participant deferral / active EE | $3,923 | $4,920-20.3% | $4,417-11.2% | $6,689-41.4% |
| Admin fee / account holder | $292 | $10,256-97.2% | $8,292-96.5% | $13,390-97.8% |