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 | $41,295 | $84,236-51.0% | $170,435-75.8% | $70,126-41.1% |
| Participation rate | 18.2% | 70.8%-52.6pp | 83.6%-65.4pp | 69.5%-51.4pp |
| Annual return | 19.20% | 23.06%-3.9pp | 205.94%-186.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $386 | $3,387-88.6% | $5,432-92.9% | $2,343-83.5% |
| Participant deferral / active EE | $953 | $3,086-69.1% | $4,939-80.7% | $3,332-71.4% |
| Admin fee / account holder | $45 | $5,698-99.2% | $13,881-99.7% | $4,645-99.0% |