Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,876 | $110,337-57.5% | $102,383-54.2% | $145,877-67.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.32% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,501 | $4,216-40.7% | $3,870-35.4% | $4,663-46.4% |
| Participant deferral / active EE | $2,501 | $5,621-55.5% | $5,060-50.6% | $6,691-62.6% |
| Admin fee / account holder | $252 | $9,750-97.4% | $8,391-97.0% | $13,402-98.1% |