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 | $17,836 | $56,431-68.4% | $130,788-86.4% | $87,485-79.6% |
| Participation rate | 51.9% | 58.9%-7.1pp | 70.1%-18.2pp | 68.9%-17.1pp |
| Annual return | 15.92% | 91.27%-75.3pp | 386.44%-370.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $835 | $1,549-46.1% | $3,558-76.5% | $2,596-67.9% |
| Participant deferral / active EE | $2,483 | $2,749-9.7% | $4,137-40.0% | $4,274-41.9% |
| Admin fee / account holder | $298 | $4,433-93.3% | $6,673-95.5% | $7,775-96.2% |