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 | $25,079 | $111,787-77.6% | $93,681-73.2% | $145,978-82.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.58% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,622 | $3,093-15.2% | $2,422+8.2% | $4,662-43.8% |
| Participant deferral / active EE | $10,532 | $4,918+114.2% | $4,415+138.5% | $6,690+57.4% |
| Admin fee / account holder | -$205 | $10,256-102.0% | $8,290-102.5% | $13,400-101.5% |