Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,205 | $52,279-49.9% | $89,435-70.7% | $79,856-67.2% |
| Participation rate | 9.8% | 57.5%-47.7pp | 68.0%-58.1pp | 69.6%-59.8pp |
| Annual return | 18.31% | 22.16%-3.8pp | 245.55%-227.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $369 | $1,572-76.5% | $2,587-85.7% | $2,471-85.1% |
| Participant deferral / active EE | $1,393 | $2,740-49.2% | $3,890-64.2% | $3,741-62.8% |
| Admin fee / account holder | $60 | $3,356-98.2% | $4,884-98.8% | $5,306-98.9% |