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 | $63,518 | $29,319+116.6% | $52,425+21.2% | $82,448-23.0% |
| Participation rate | 11.1% | 46.9%-35.7pp | 55.6%-44.5pp | 68.1%-57.0pp |
| Annual return | 27.26% | 535.20%-507.9pp | 302.12%-274.9pp | 41.64%-14.4pp |
| Employer contribution / active EE | $575 | $586-2.0% | $914-37.1% | $2,551-77.5% |
| Participant deferral / active EE | $2,029 | $1,171+73.3% | $1,790+13.3% | $4,139-51.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |