Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,060 | $162,136-69.1% | $152,301-67.1% | $154,746-67.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 17.95% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,488 | $4,890-69.6% | $4,624-67.8% | $4,379-66.0% |
| Participant deferral / active EE | $4,459 | $8,341-46.5% | $8,004-44.3% | $6,730-33.8% |
| Admin fee / account holder | $176 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |