Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,839 | $112,729-79.7% | $98,716-76.9% | $137,256-83.4% |
| Participation rate | 36.8% | 74.2%-37.4pp | 69.3%-32.5pp | 80.0%-43.1pp |
| Annual return | 19.29% | 38.48%-19.2pp | 31.81%-12.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,159 | $4,640-75.0% | $4,048-71.4% | $6,407-81.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |