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 | $21,199 | $34,316-38.2% | $74,722-71.6% | $72,975-71.0% |
| Participation rate | 23.4% | 42.4%-19.0pp | 54.5%-31.1pp | 69.5%-46.1pp |
| Annual return | 21.15% | 26.58%-5.4pp | 753.11%-732.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $253 | $692-63.4% | $1,084-76.6% | $2,440-89.6% |
| Participant deferral / active EE | $1,120 | $1,272-11.9% | $1,963-43.0% | $3,608-69.0% |
| Admin fee / account holder | $257 | $2,125-87.9% | $3,335-92.3% | $5,124-95.0% |