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 | $73,175 | $29,359+149.2% | $56,025+30.6% | - |
| Participation rate | 10.1% | 38.0%-27.9pp | 52.5%-42.4pp | - |
| Annual return | 14.44% | 15.65%-1.2pp | 1712.69%-1698.2pp | - |
| Employer contribution / active EE | $281 | $424-33.9% | $1,042-73.1% | - |
| Participant deferral / active EE | $736 | $855-14.0% | $1,955-62.4% | - |
| Admin fee / account holder | $8 | $1,790-99.6% | $2,828-99.7% | - |