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 | $37,926 | $108,285-65.0% | $77,552-51.1% | $158,982-76.1% |
| Participation rate | 31.3% | 64.4%-33.2pp | 54.2%-22.9pp | 82.0%-50.7pp |
| Annual return | 369.73% | 31.69%+338.0pp | 54.82%+314.9pp | 302.99%+66.7pp |
| Employer contribution / active EE | $575 | $1,325-56.6% | $987-41.8% | $4,763-87.9% |
| Participant deferral / active EE | $2,535 | $2,455+3.2% | $1,861+36.2% | $5,983-57.6% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |