Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,237 | $111,830-63.1% | $93,696-56.0% | $145,884-71.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 17.02% | 204.08%-187.1pp | 133.74%-116.7pp | 551.85%-534.8pp |
| Employer contribution / active EE | $596 | $3,093-80.7% | $2,422-75.4% | $4,662-87.2% |
| Participant deferral / active EE | $2,087 | $4,920-57.6% | $4,417-52.7% | $6,690-68.8% |
| Admin fee / account holder | $164 | $10,249-98.4% | $8,287-98.0% | $13,392-98.8% |