Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,696 | $65,704-45.7% | $94,229-62.1% | $59,633-40.1% |
| Participation rate | 24.3% | 72.1%-47.8pp | 78.8%-54.4pp | 68.7%-44.3pp |
| Annual return | -1.36% | 5.22%-6.6pp | 10.68%-12.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $743 | $2,021-63.2% | $3,587-79.3% | $2,203-66.3% |
| Participant deferral / active EE | $2,273 | $3,143-27.7% | $4,320-47.4% | $3,192-28.8% |
| Admin fee / account holder | $92 | $4,265-97.8% | $6,269-98.5% | $4,297-97.9% |