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 | $1,794 | $29,670-94.0% | $56,054-96.8% | $80,911-97.8% |
| Participation rate | 35.4% | 41.7%-6.3pp | 52.5%-17.1pp | 67.6%-32.3pp |
| Annual return | 19.37% | 35.24%-15.9pp | 1705.95%-1686.6pp | 35.63%-16.3pp |
| Employer contribution / active EE | $222 | $670-66.8% | $1,039-78.6% | $2,756-91.9% |
| Participant deferral / active EE | $314 | $1,227-74.4% | $1,952-83.9% | $4,297-92.7% |
| Admin fee / account holder | $163 | $2,431-93.3% | $2,822-94.2% | $6,935-97.7% |