Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,473 | $31,105-85.6% | $53,647-91.7% | $64,097-93.0% |
| Participation rate | 46.0% | 30.7%+15.4pp | 56.3%-10.2pp | 55.2%-9.1pp |
| Annual return | 26.88% | 22.54%+4.3pp | 358.33%-331.5pp | 34.64%-7.8pp |
| Employer contribution / active EE | $466 | $441+5.7% | $962-51.6% | $1,891-75.4% |
| Participant deferral / active EE | $684 | $896-23.7% | $1,813-62.3% | $3,080-77.8% |
| Admin fee / account holder | $148 | $2,195-93.2% | $2,460-94.0% | $3,454-95.7% |