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 | $22,353 | $85,060-73.7% | $70,548-68.3% | $139,456-84.0% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.78%-32.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,036 | $3,911-22.4% | $2,975+2.0% | $4,753-36.1% |
| Participant deferral / active EE | $10,805 | $5,890+83.4% | $4,567+136.6% | $6,711+61.0% |
| Admin fee / account holder | $243 | $8,925-97.3% | $6,424-96.2% | $11,407-97.9% |