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 | $19,615 | $110,248-82.2% | $95,728-79.5% | $139,456-85.9% |
| Participation rate | 58.3% | 75.7%-17.4pp | 72.3%-13.9pp | 80.3%-22.0pp |
| Annual return | 20.04% | 27.16%-7.1pp | 28.40%-8.4pp | 373.45%-353.4pp |
| Employer contribution / active EE | $857 | $3,258-73.7% | $2,835-69.8% | $4,753-82.0% |
| Participant deferral / active EE | $2,969 | $4,675-36.5% | $4,245-30.0% | $6,711-55.8% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |