Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,650 | $29,733-60.8% | $56,025-79.2% | $80,959-85.6% |
| Participation rate | 23.9% | 41.7%-17.8pp | 52.5%-28.6pp | 67.7%-43.7pp |
| Annual return | 16.41% | 35.28%-18.9pp | 1712.69%-1696.3pp | 35.67%-19.3pp |
| Employer contribution / active EE | $372 | $672-44.7% | $1,042-64.3% | $2,757-86.5% |
| Participant deferral / active EE | $827 | $1,229-32.8% | $1,955-57.7% | $4,300-80.8% |
| Admin fee / account holder | $18 | $2,434-99.3% | $2,828-99.4% | $6,925-99.7% |