Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,137 | $36,844-15.5% | $83,854-62.9% | $65,306-52.3% |
| Participation rate | 9.0% | 29.2%-20.3pp | 59.1%-50.2pp | 57.7%-48.7pp |
| Annual return | 22.70% | 22.28%+0.4pp | 31.39%-8.7pp | 21.94%+0.8pp |
| Employer contribution / active EE | $204 | $415-50.9% | $1,017-80.0% | $1,967-89.6% |
| Participant deferral / active EE | $510 | $1,040-51.0% | $2,035-74.9% | $2,959-82.8% |
| Admin fee / account holder | $16 | $2,546-99.4% | $3,197-99.5% | $3,480-99.5% |