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 | $46,565 | $78,694-40.8% | $67,653-31.2% | $125,388-62.9% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | 0.23% | 9.46%-9.2pp | 6625.22%-6625.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,129 | $3,044-62.9% | $2,266-50.2% | $4,866-76.8% |
| Participant deferral / active EE | $1,412 | $4,292-67.1% | $3,560-60.3% | $5,352-73.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |