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 | $11,212 | $32,037-65.0% | $69,182-83.8% | $62,881-82.2% |
| Participation rate | 46.2% | 43.4%+2.7pp | 55.1%-9.0pp | 69.3%-23.2pp |
| Annual return | 8.21% | 15.16%-7.0pp | -21.93%+30.1pp | 20.14%-11.9pp |
| Employer contribution / active EE | $475 | $679-30.0% | $1,206-60.6% | $2,281-79.2% |
| Participant deferral / active EE | $763 | $1,185-35.7% | $1,897-59.8% | $3,203-76.2% |
| Admin fee / account holder | $122 | $2,608-95.3% | $2,697-95.5% | $4,296-97.2% |