Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,733 | $175,257-60.8% | $149,717-54.1% | $139,456-50.7% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 22.54% | 166.70%-144.2pp | 134.41%-111.9pp | 373.45%-350.9pp |
| Employer contribution / active EE | $1,186 | $5,477-78.3% | $4,820-75.4% | $4,753-75.1% |
| Participant deferral / active EE | $3,593 | $6,521-44.9% | $5,682-36.8% | $6,711-46.5% |
| Admin fee / account holder | $103 | $16,156-99.4% | $13,213-99.2% | $11,407-99.1% |