Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,675 | $51,638-54.2% | $68,368-65.4% | $82,448-71.3% |
| Participation rate | 39.3% | 63.6%-24.3pp | 73.8%-34.5pp | 68.1%-28.8pp |
| Annual return | 18.21% | 37.53%-19.3pp | 292.57%-274.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $490 | $2,047-76.1% | $2,649-81.5% | $2,551-80.8% |
| Participant deferral / active EE | $1,609 | $2,914-44.8% | $4,123-61.0% | $4,139-61.1% |
| Admin fee / account holder | $111 | $4,643-97.6% | $5,150-97.8% | $7,234-98.5% |