Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,987 | $76,407-88.2% | $150,298-94.0% | $82,448-89.1% |
| Participation rate | 24.6% | 66.4%-41.8pp | 77.8%-53.2pp | 68.1%-43.5pp |
| Annual return | 19.68% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $918 | $3,214-71.4% | $5,453-83.2% | $4,139-77.8% |
| Admin fee / account holder | $96 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |