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 | $13,663 | $48,267-71.7% | $68,808-80.1% | $68,486-80.0% |
| Participation rate | 48.9% | 60.7%-11.7pp | 69.0%-20.1pp | 67.9%-19.0pp |
| Annual return | -19.34% | -12.70%-6.6pp | -6.37%-13.0pp | -7.85%-11.5pp |
| Employer contribution / active EE | $630 | $1,829-65.6% | $2,656-76.3% | $2,597-75.8% |
| Participant deferral / active EE | $1,816 | $2,867-36.6% | $3,942-53.9% | $4,028-54.9% |
| Admin fee / account holder | $176 | $4,362-96.0% | $4,936-96.4% | $5,404-96.7% |