Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,557 | $55,437-71.9% | $155,534-90.0% | $74,459-79.1% |
| Participation rate | 26.0% | 61.9%-35.9pp | 78.2%-52.2pp | 67.2%-41.2pp |
| Annual return | 17.62% | 269.58%-252.0pp | 64.92%-47.3pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $570 | $2,266-74.9% | $4,675-87.8% | $2,626-78.3% |
| Participant deferral / active EE | $1,094 | $2,837-61.4% | $5,630-80.6% | $4,350-74.8% |
| Admin fee / account holder | $254 | $1,742-85.4% | $15,900-98.4% | $1,945-86.9% |