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 | $19,700 | $77,901-74.7% | $149,717-86.8% | $75,181-73.8% |
| Participation rate | 40.7% | 65.6%-24.8pp | 78.8%-38.0pp | 67.2%-26.5pp |
| Annual return | 18.65% | 31.73%-13.1pp | 134.41%-115.8pp | 160.69%-142.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $81 | $5,949-98.6% | $13,213-99.4% | $5,650-98.6% |