Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,590 | $27,936-51.4% | $58,561-76.8% | $75,173-81.9% |
| Participation rate | 37.7% | 38.8%-1.1pp | 50.9%-13.1pp | 67.2%-29.5pp |
| Annual return | 17.86% | 44.21%-26.4pp | 4251.33%-4233.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $771 | $670+15.1% | $1,053-26.8% | $2,671-71.1% |
| Participant deferral / active EE | $1,234 | $1,202+2.7% | $1,923-35.8% | $4,126-70.1% |
| Admin fee / account holder | $94 | $1,727-94.6% | $2,520-96.3% | $5,651-98.3% |