Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,285 | $127,296-84.9% | $109,907-82.5% | $167,536-88.5% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 25.43% | 22.97%+2.5pp | 29.46%-4.0pp | 478.82%-453.4pp |
| Employer contribution / active EE | $2,041 | $3,325-38.6% | $2,844-28.2% | $4,839-57.8% |
| Participant deferral / active EE | $4,379 | $4,513-3.0% | $4,047+8.2% | $6,342-31.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |