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 | $31,738 | $101,618-68.8% | $93,063-65.9% | $137,256-76.9% |
| Participation rate | 64.3% | 74.9%-10.6pp | 72.1%-7.8pp | 80.0%-15.7pp |
| Annual return | 33.62% | 223.95%-190.3pp | 34.15%-0.5pp | 220.34%-186.7pp |
| Employer contribution / active EE | $1,489 | $2,707-45.0% | $2,476-39.9% | $4,156-64.2% |
| Participant deferral / active EE | $5,838 | $4,279+36.4% | $3,958+47.5% | $6,407-8.9% |
| Admin fee / account holder | $150 | $6,198-97.6% | $6,033-97.5% | $12,270-98.8% |