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 | $44,576 | $76,407-41.7% | $150,298-70.3% | $82,448-45.9% |
| Participation rate | 16.3% | 66.4%-50.1pp | 77.8%-61.4pp | 68.1%-51.7pp |
| Annual return | 17.07% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,008 | $3,214-68.7% | $5,453-81.5% | $4,139-75.7% |
| Admin fee / account holder | $36 | $6,352-99.4% | $14,116-99.7% | $7,234-99.5% |