Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,792 | $46,599-74.7% | $64,101-81.6% | $75,173-84.3% |
| Participation rate | 42.3% | 65.9%-23.6pp | 72.3%-30.0pp | 67.2%-24.9pp |
| Annual return | 24.20% | 26.06%-1.9pp | 33.72%-9.5pp | 160.72%-136.5pp |
| Employer contribution / active EE | $507 | $1,975-74.3% | $2,749-81.6% | $2,671-81.0% |
| Participant deferral / active EE | $2,145 | $2,837-24.4% | $3,881-44.7% | $4,126-48.0% |
| Admin fee / account holder | $73 | $2,956-97.5% | $3,070-97.6% | $5,651-98.7% |