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 | $26,774 | $183,592-85.4% | $155,574-82.8% | $145,877-81.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.84% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,335 | $5,317-74.9% | $4,676-71.4% | $4,663-71.4% |
| Participant deferral / active EE | $4,671 | $6,466-27.8% | $5,629-17.0% | $6,691-30.2% |
| Admin fee / account holder | $32 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |