Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,298 | $91,037-59.0% | $71,671-48.0% | $147,586-74.7% |
| Participation rate | 61.5% | 76.1%-14.6pp | 68.7%-7.2pp | 82.8%-21.3pp |
| Annual return | 14.58% | 20.48%-5.9pp | 20.65%-6.1pp | 578.59%-564.0pp |
| Employer contribution / active EE | $518 | $3,327-84.4% | $2,460-79.0% | $4,876-89.4% |
| Participant deferral / active EE | $2,071 | $4,498-54.0% | $3,438-39.8% | $5,439-61.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |