Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,342 | $111,814-70.2% | $93,654-64.4% | $145,959-77.2% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 15.41% | 203.30%-187.9pp | 133.34%-117.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,371 | $3,092-55.7% | $2,421-43.4% | $4,661-70.6% |
| Participant deferral / active EE | $2,224 | $4,914-54.8% | $4,413-49.6% | $6,689-66.8% |
| Admin fee / account holder | $117 | $10,246-98.9% | $8,282-98.6% | $13,398-99.1% |