Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,674 | $105,856-70.1% | $90,161-64.9% | $147,586-78.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 21.97% | 37.63%-15.7pp | 34.89%-12.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,450 | $4,126-64.9% | $3,318-56.3% | $4,876-70.3% |
| Participant deferral / active EE | $2,878 | $5,733-49.8% | $5,287-45.6% | $5,439-47.1% |
| Admin fee / account holder | $60 | $8,046-99.2% | $5,943-99.0% | $10,886-99.4% |