Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $62,172 | $144,124-56.9% | $117,857-47.2% | $147,585-57.9% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 14.30% | 531.17%-516.9pp | 335.09%-320.8pp | 578.56%-564.3pp |
| Employer contribution / active EE | $1,889 | $4,897-61.4% | $3,786-50.1% | $4,876-61.3% |
| Participant deferral / active EE | $3,052 | $5,316-42.6% | $4,482-31.9% | $5,439-43.9% |
| Admin fee / account holder | $56 | $10,886-99.5% | $8,020-99.3% | $10,885-99.5% |