Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,903 | $71,197-45.4% | $93,669-58.5% | $80,925-51.9% |
| Participation rate | 40.7% | 60.4%-19.7pp | 68.7%-28.0pp | 67.7%-26.9pp |
| Annual return | 13.04% | 11.27%+1.8pp | 133.59%-120.5pp | 35.65%-22.6pp |
| Employer contribution / active EE | $963 | $1,565-38.5% | $2,424-60.3% | $2,756-65.1% |
| Participant deferral / active EE | $2,325 | $4,036-42.4% | $4,416-47.4% | $4,299-45.9% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |