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 | $33,395 | $61,816-46.0% | $97,260-65.7% | $80,935-58.7% |
| Participation rate | 14.8% | 63.5%-48.7pp | 72.7%-57.9pp | 67.7%-52.9pp |
| Annual return | 15.39% | -558.73%+574.1pp | 75.54%-60.2pp | 35.66%-20.3pp |
| Employer contribution / active EE | $512 | $1,836-72.1% | $2,721-81.2% | $2,757-81.4% |
| Participant deferral / active EE | $1,213 | $3,027-59.9% | $4,262-71.5% | $4,299-71.8% |
| Admin fee / account holder | $190 | $5,166-96.3% | $5,640-96.6% | $6,924-97.3% |