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 | $44,220 | $110,337-59.9% | $102,383-56.8% | $145,877-69.7% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 18.80% | 24.83%-6.0pp | 24.94%-6.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,728 | $4,216-59.0% | $3,870-55.4% | $4,663-62.9% |
| Participant deferral / active EE | $2,026 | $5,621-64.0% | $5,060-60.0% | $6,691-69.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |