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 | $42,099 | $129,737-67.6% | $119,126-64.7% | $154,746-72.8% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 25.61% | 379.08%-353.5pp | 282.11%-256.5pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,392 | $4,375-68.2% | $4,034-65.5% | $4,379-68.2% |
| Participant deferral / active EE | $5,628 | $5,842-3.7% | $5,318+5.8% | $6,730-16.4% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |