Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,714 | $160,028-64.6% | $147,080-61.4% | $145,884-61.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.48% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,908 | $5,286-63.9% | $4,933-61.3% | $4,662-59.1% |
| Participant deferral / active EE | $4,404 | $8,422-47.7% | $8,066-45.4% | $6,690-34.2% |
| Admin fee / account holder | $299 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |