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 | $12,184 | $27,800-56.2% | $58,561-79.2% | $71,511-83.0% |
| Participation rate | 9.9% | 34.6%-24.7pp | 50.9%-41.0pp | 67.9%-58.0pp |
| Annual return | 25.93% | 26.80%-0.9pp | 4251.33%-4225.4pp | 28.86%-2.9pp |
| Employer contribution / active EE | $228 | $632-63.9% | $1,053-78.4% | $2,589-91.2% |
| Participant deferral / active EE | $421 | $1,208-65.2% | $1,923-78.1% | $4,291-90.2% |
| Admin fee / account holder | $299 | $1,637-81.7% | $2,520-88.1% | $1,588-81.2% |