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 | $33,240 | $93,589-64.5% | $135,942-75.5% | $75,181-55.8% |
| Participation rate | 38.6% | 75.2%-36.6pp | 81.9%-43.3pp | 67.2%-28.6pp |
| Annual return | 80.72% | 30.90%+49.8pp | 68.28%+12.4pp | 160.69%-80.0pp |
| Employer contribution / active EE | $1,342 | $3,537-62.1% | $4,858-72.4% | $2,671-49.8% |
| Participant deferral / active EE | $2,627 | $6,405-59.0% | $7,759-66.1% | $4,126-36.3% |
| Admin fee / account holder | $242 | $6,977-96.5% | $10,764-97.8% | $5,650-95.7% |