Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,871 | $158,852-86.2% | $121,220-82.0% | $135,379-83.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -4.86% | -0.64%-4.2pp | 16.94%-21.8pp | 519.79%-524.6pp |
| Employer contribution / active EE | $1,015 | $5,666-82.1% | $4,023-74.8% | $4,779-78.8% |
| Participant deferral / active EE | $1,527 | $4,006-61.9% | $3,345-54.4% | $5,609-72.8% |
| Admin fee / account holder | $230 | $6,515-96.5% | $5,021-95.4% | $10,828-97.9% |