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 | $31,648 | $153,311-79.4% | $109,313-71.0% | $273,972-88.4% |
| Participation rate | 54.5% | 80.1%-25.5pp | 71.3%-16.7pp | 83.0%-28.5pp |
| Annual return | 7.87% | 29.86%-22.0pp | 22.07%-14.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,032 | $3,932-73.8% | $3,166-67.4% | $5,287-80.5% |
| Admin fee / account holder | $144 | $8,076-98.2% | $5,666-97.5% | $10,133-98.6% |