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 | $23,893 | $52,678-54.6% | $75,784-68.5% | $59,633-59.9% |
| Participation rate | 64.9% | 67.2%-2.3pp | 75.8%-10.9pp | 68.7%-3.8pp |
| Annual return | -2.38% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,924 | $2,591-25.7% | $3,652-47.3% | $3,192-39.7% |
| Admin fee / account holder | $147 | $3,610-95.9% | $5,300-97.2% | $4,297-96.6% |