Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,422 | $79,449-69.3% | $189,558-87.1% | $85,856-71.6% |
| Participation rate | 43.2% | 66.0%-22.7pp | 78.5%-35.2pp | 69.3%-26.1pp |
| Annual return | 17.06% | 18.45%-1.4pp | 64.19%-47.1pp | 318.58%-301.5pp |
| Employer contribution / active EE | $1,991 | $2,081-4.3% | $4,412-54.9% | $2,565-22.4% |
| Participant deferral / active EE | $2,801 | $4,051-30.9% | $6,174-54.6% | $3,952-29.1% |
| Admin fee / account holder | $109 | $5,377-98.0% | $9,809-98.9% | $6,261-98.3% |