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 | $27,933 | $57,352-51.3% | $83,831-66.7% | $64,173-56.5% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.4pp | 69.6%-16.8pp |
| Annual return | -7.29% | 11.38%-18.7pp | 850.99%-858.3pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,821 | $2,546-28.5% | $3,631-49.9% | $2,381-23.5% |
| Participant deferral / active EE | $3,400 | $2,993+13.6% | $4,082-16.7% | $3,470-2.0% |
| Admin fee / account holder | $175 | $4,046-95.7% | $5,479-96.8% | $4,887-96.4% |