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 | $12,550 | $58,258-78.5% | $81,820-84.7% | $80,925-84.5% |
| Participation rate | 48.3% | 63.5%-15.1pp | 72.4%-24.1pp | 67.7%-19.3pp |
| Annual return | 14.77% | 41.76%-27.0pp | 777.93%-763.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,717 | $3,284-47.7% | $4,323-60.3% | $4,299-60.1% |
| Admin fee / account holder | $202 | $4,976-95.9% | $7,391-97.3% | $6,940-97.1% |