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 | $32,950 | $111,814-70.5% | $103,378-68.1% | $145,978-77.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.22% | 24.80%-8.6pp | 24.91%-8.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,555 | $4,215-63.1% | $3,870-59.8% | $4,662-66.6% |
| Participant deferral / active EE | $4,983 | $5,618-11.3% | $5,058-1.5% | $6,690-25.5% |
| Admin fee / account holder | $59 | $9,764-99.4% | $8,401-99.3% | $13,400-99.6% |