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 | $16,637 | $172,111-90.3% | $150,298-88.9% | $137,256-87.9% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 29.13% | 69.37%-40.2pp | 62.79%-33.7pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,825 | $4,636-60.6% | $4,154-56.1% | $4,156-56.1% |
| Participant deferral / active EE | $2,199 | $6,166-64.3% | $5,453-59.7% | $6,407-65.7% |
| Admin fee / account holder | $139 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |