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 | $11,110 | $61,125-81.8% | $94,057-88.2% | $87,485-87.3% |
| Participation rate | 52.9% | 64.1%-11.1pp | 73.3%-20.4pp | 68.9%-16.0pp |
| Annual return | 15.50% | 35.20%-19.7pp | 480.62%-465.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $333 | $2,136-84.4% | $2,933-88.7% | $2,596-87.2% |
| Participant deferral / active EE | $2,390 | $3,260-26.7% | $4,709-49.2% | $4,274-44.1% |
| Admin fee / account holder | $246 | $5,629-95.6% | $7,244-96.6% | $7,775-96.8% |