Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,455 | $77,901-76.3% | $149,717-87.7% | $75,181-75.5% |
| Participation rate | 62.1% | 65.6%-3.5pp | 78.8%-16.7pp | 67.2%-5.1pp |
| Annual return | 19.21% | 31.73%-12.5pp | 134.41%-115.2pp | 160.69%-141.5pp |
| Employer contribution / active EE | $984 | $3,137-68.6% | $4,820-79.6% | $2,671-63.2% |
| Participant deferral / active EE | $2,904 | $3,411-14.9% | $5,682-48.9% | $4,126-29.6% |
| Admin fee / account holder | $46 | $5,949-99.2% | $13,213-99.7% | $5,650-99.2% |