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 | $24,991 | $29,736-16.0% | $56,033-55.4% | $80,935-69.1% |
| Participation rate | 23.6% | 41.7%-18.1pp | 52.5%-28.9pp | 67.7%-44.1pp |
| Annual return | 20.78% | 35.28%-14.5pp | 1711.38%-1690.6pp | 35.66%-14.9pp |
| Employer contribution / active EE | $421 | $671-37.4% | $1,041-59.6% | $2,757-84.7% |
| Participant deferral / active EE | $994 | $1,228-19.1% | $1,954-49.1% | $4,299-76.9% |
| Admin fee / account holder | $269 | $2,434-88.9% | $2,827-90.5% | $6,924-96.1% |