Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,283 | $154,228-67.4% | $145,433-65.4% | $137,256-63.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 21.38% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,076 | $4,804-56.8% | $4,554-54.4% | $4,156-50.1% |
| Participant deferral / active EE | $4,455 | $8,216-45.8% | $7,897-43.6% | $6,407-30.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |