Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,906 | $117,829-79.7% | $102,423-76.7% | $145,877-83.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 18.59% | 31.83%-13.2pp | 29.42%-10.8pp | 551.28%-532.7pp |
| Employer contribution / active EE | $3,198 | $3,615-11.5% | $3,023+5.8% | $4,663-31.4% |
| Participant deferral / active EE | $4,670 | $5,732-18.5% | $5,054-7.6% | $6,691-30.2% |
| Admin fee / account holder | $31 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |