Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,058 | $54,162-63.0% | $68,612-70.8% | $64,173-68.7% |
| Participation rate | 47.3% | 68.1%-20.8pp | 72.2%-25.0pp | 69.6%-22.3pp |
| Annual return | -5.44% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,496 | $1,846-19.0% | $2,625-43.0% | $2,381-37.2% |
| Participant deferral / active EE | $2,563 | $2,626-2.4% | $3,311-22.6% | $3,470-26.1% |
| Admin fee / account holder | $212 | $4,029-94.7% | $5,131-95.9% | $4,887-95.7% |