Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,975 | $91,198-61.6% | $178,503-80.4% | $79,856-56.2% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 18.57% | 24.20%-5.6pp | 151.12%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $642 | $3,257-80.3% | $5,011-87.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,184 | $3,237-63.4% | $5,202-77.2% | $3,741-68.3% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |