Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,083 | $27,800-60.1% | $58,561-81.1% | $71,511-84.5% |
| Participation rate | 19.0% | 34.6%-15.6pp | 50.9%-31.9pp | 67.9%-49.0pp |
| Annual return | 21.04% | 26.80%-5.8pp | 4251.33%-4230.3pp | 28.86%-7.8pp |
| Employer contribution / active EE | $522 | $632-17.4% | $1,053-50.5% | $2,589-79.9% |
| Participant deferral / active EE | $962 | $1,208-20.3% | $1,923-50.0% | $4,291-77.6% |
| Admin fee / account holder | $182 | $1,637-88.9% | $2,520-92.8% | $1,588-88.6% |