Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,895 | $100,139-67.2% | $85,187-61.4% | $145,884-77.5% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 14.26% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $444 | $3,238-86.3% | $2,732-83.8% | $4,662-90.5% |
| Participant deferral / active EE | $1,292 | $5,296-75.6% | $4,525-71.4% | $6,690-80.7% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |