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 | $9,863 | $57,590-82.9% | $86,233-88.6% | $82,448-88.0% |
| Participation rate | 46.4% | 57.9%-11.4pp | 69.0%-22.6pp | 68.1%-21.6pp |
| Annual return | 36.32% | 22.41%+13.9pp | 61.39%-25.1pp | 41.64%-5.3pp |
| Employer contribution / active EE | $415 | $1,655-75.0% | $2,504-83.4% | $2,551-83.7% |
| Participant deferral / active EE | $2,857 | $3,080-7.2% | $4,559-37.3% | $4,139-31.0% |
| Admin fee / account holder | $62 | $4,730-98.7% | $8,342-99.3% | $7,234-99.1% |