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 | $10,903 | $25,014-56.4% | $69,632-84.3% | $80,959-86.5% |
| Participation rate | 21.0% | 64.2%-43.2pp | 66.4%-45.5pp | 67.7%-46.7pp |
| Annual return | 12.70% | 19.08%-6.4pp | 101.32%-88.6pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $893 | $1,840-51.4% | $2,889-69.1% | $4,300-79.2% |
| Admin fee / account holder | $272 | $2,491-89.1% | $4,695-94.2% | $6,925-96.1% |