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 | $22,322 | $91,198-75.5% | $178,503-87.5% | $79,856-72.0% |
| Participation rate | 63.5% | 69.2%-5.8pp | 81.9%-18.5pp | 69.6%-6.2pp |
| Annual return | 10.27% | 24.20%-13.9pp | 151.12%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,260 | $3,257-61.3% | $5,011-74.9% | $2,471-49.0% |
| Participant deferral / active EE | $1,200 | $3,237-62.9% | $5,202-76.9% | $3,741-67.9% |
| Admin fee / account holder | $154 | $6,748-97.7% | $13,987-98.9% | $5,306-97.1% |