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 | $12,840 | $36,948-65.2% | $73,658-82.6% | $87,485-85.3% |
| Participation rate | 22.6% | 46.8%-24.2pp | 57.0%-34.5pp | 68.9%-46.4pp |
| Annual return | 18.21% | 28.64%-10.4pp | 29.72%-11.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $309 | $670-53.9% | $1,032-70.1% | $2,596-88.1% |
| Participant deferral / active EE | $579 | $1,379-58.0% | $2,062-71.9% | $4,274-86.4% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |