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 | $174,379-90.5% | $152,093-89.1% | $138,895-88.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 29.13% | 74.86%-45.7pp | 66.36%-37.2pp | 145.39%-116.3pp |
| Employer contribution / active EE | $1,825 | $4,652-60.8% | $4,175-56.3% | $4,194-56.5% |
| Participant deferral / active EE | $2,199 | $6,159-64.3% | $5,451-59.7% | $6,396-65.6% |
| Admin fee / account holder | $139 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |