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 | $16,193 | $54,162-70.1% | $68,612-76.4% | $64,173-74.8% |
| Participation rate | 67.5% | 68.1%-0.6pp | 72.2%-4.7pp | 69.6%-2.1pp |
| Annual return | -4.72% | -1.62%-3.1pp | -4.63%-0.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $866 | $1,846-53.1% | $2,625-67.0% | $2,381-63.6% |
| Participant deferral / active EE | $1,358 | $2,626-48.3% | $3,311-59.0% | $3,470-60.9% |
| Admin fee / account holder | $71 | $4,029-98.2% | $5,131-98.6% | $4,887-98.5% |