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 | $31,381 | $103,392-69.6% | $87,104-64.0% | $152,897-79.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 30.68% | 28.10%+2.6pp | 28.19%+2.5pp | 345.43%-314.7pp |
| Employer contribution / active EE | $4,164 | $3,221+29.3% | $2,521+65.1% | $4,764-12.6% |
| Participant deferral / active EE | $5,497 | $4,778+15.0% | $4,048+35.8% | $5,851-6.0% |
| Admin fee / account holder | $97 | $12,194-99.2% | $7,491-98.7% | $11,599-99.2% |