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 | $32,094 | $61,125-47.5% | $94,057-65.9% | $87,485-63.3% |
| Participation rate | 22.5% | 64.1%-41.6pp | 73.3%-50.8pp | 68.9%-46.4pp |
| Annual return | 18.59% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,210 | $3,260-62.9% | $4,709-74.3% | $4,274-71.7% |
| Admin fee / account holder | $18 | $5,629-99.7% | $7,244-99.7% | $7,775-99.8% |