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 | $45,430 | $67,352-32.5% | $60,899-25.4% | $134,509-66.2% |
| Participation rate | 39.1% | 76.2%-37.1pp | 73.1%-34.0pp | 81.2%-42.1pp |
| Annual return | -17.48% | 49.99%-67.5pp | 16.92%-34.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $935 | $3,098-69.8% | $2,702-65.4% | $4,741-80.3% |
| Participant deferral / active EE | $3,971 | $4,539-12.5% | $3,817+4.0% | $6,400-38.0% |
| Admin fee / account holder | $42 | $4,585-99.1% | $3,225-98.7% | $11,427-99.6% |