Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,302 | $95,188-76.6% | $76,518-70.9% | $135,380-83.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -10.04% | 4.85%-14.9pp | -0.27%-9.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,702 | $3,303-48.5% | $2,647-35.7% | $4,779-64.4% |
| Participant deferral / active EE | $3,562 | $4,640-23.2% | $3,836-7.1% | $5,609-36.5% |
| Admin fee / account holder | $186 | $6,249-97.0% | $4,849-96.2% | $10,828-98.3% |