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 | $53,207 | $58,258-8.7% | $81,820-35.0% | $80,925-34.3% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.4%-41.8pp | 67.7%-37.1pp |
| Annual return | 22.59% | 41.76%-19.2pp | 777.93%-755.3pp | 35.65%-13.1pp |
| Employer contribution / active EE | $2,239 | $2,345-4.5% | $2,915-23.2% | $2,756-18.8% |
| Participant deferral / active EE | $1,054 | $3,284-67.9% | $4,323-75.6% | $4,299-75.5% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |