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 | $52,387 | $61,787-15.2% | $97,197-46.1% | $80,925-35.3% |
| Participation rate | 18.2% | 63.5%-45.3pp | 72.7%-54.5pp | 67.7%-49.5pp |
| Annual return | 10.87% | -558.16%+569.0pp | 75.47%-64.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $414 | $1,836-77.4% | $2,723-84.8% | $2,756-85.0% |
| Participant deferral / active EE | $1,165 | $3,027-61.5% | $4,263-72.7% | $4,299-72.9% |
| Admin fee / account holder | $74 | $5,170-98.6% | $5,637-98.7% | $6,940-98.9% |