Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,733 | $111,785-56.4% | $93,669-48.0% | $145,877-66.6% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 9.70% | 203.79%-194.1pp | 133.59%-123.9pp | 551.28%-541.6pp |
| Employer contribution / active EE | $705 | $3,096-77.2% | $2,424-70.9% | $4,663-84.9% |
| Participant deferral / active EE | $1,762 | $4,919-64.2% | $4,416-60.1% | $6,691-73.7% |
| Admin fee / account holder | $190 | $10,256-98.2% | $8,291-97.7% | $13,402-98.6% |