Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,921 | $127,386-77.3% | $115,037-74.9% | $125,388-76.9% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -0.12% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,311 | $5,166-55.3% | $4,608-49.8% | $4,866-52.5% |
| Participant deferral / active EE | $5,274 | $6,423-17.9% | $6,026-12.5% | $5,352-1.5% |
| Admin fee / account holder | $34 | $9,516-99.6% | $8,175-99.6% | $9,541-99.6% |