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 | $33,073 | $45,872-27.9% | $77,100-57.1% | $68,490-51.7% |
| Participation rate | 12.7% | 55.9%-43.2pp | 67.9%-55.2pp | 67.9%-55.2pp |
| Annual return | -17.33% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $457 | $1,650-72.3% | $2,815-83.8% | $2,597-82.4% |
| Participant deferral / active EE | $1,410 | $2,963-52.4% | $4,430-68.2% | $4,028-65.0% |
| Admin fee / account holder | $133 | $3,041-95.6% | $5,443-97.5% | $5,403-97.5% |