Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,134 | $55,423-67.3% | $155,602-88.3% | $74,400-75.6% |
| Participation rate | 39.1% | 61.9%-22.8pp | 78.2%-39.1pp | 67.2%-28.1pp |
| Annual return | 16.76% | 269.07%-252.3pp | 64.81%-48.0pp | 1367.51%-1350.7pp |
| Employer contribution / active EE | $388 | $2,266-82.9% | $4,675-91.7% | $2,624-85.2% |
| Participant deferral / active EE | $1,360 | $2,835-52.0% | $5,629-75.8% | $4,348-68.7% |
| Admin fee / account holder | $230 | $1,744-86.8% | $15,923-98.6% | $1,944-88.2% |