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 | $41,993 | $49,976-16.0% | $66,674-37.0% | $82,637-49.2% |
| Participation rate | 38.2% | 63.1%-24.9pp | 73.7%-35.4pp | 68.1%-29.8pp |
| Annual return | 15.69% | 39.09%-23.4pp | 321.24%-305.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $608 | $1,988-69.4% | $2,620-76.8% | $2,552-76.2% |
| Participant deferral / active EE | $1,742 | $2,847-38.8% | $4,084-57.3% | $4,126-57.8% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |