Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,150 | $53,162-47.0% | $91,225-69.1% | $68,486-58.9% |
| Participation rate | 55.2% | 63.2%-8.0pp | 73.2%-18.0pp | 67.9%-12.7pp |
| Annual return | -14.45% | -3.14%-11.3pp | 114.12%-128.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,426 | $1,709-16.6% | $2,851-50.0% | $2,597-45.1% |
| Participant deferral / active EE | $2,602 | $2,974-12.5% | $4,233-38.5% | $4,028-35.4% |
| Admin fee / account holder | $267 | $4,493-94.1% | $5,422-95.1% | $5,404-95.1% |