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 | $12,516 | $81,276-84.6% | $155,574-92.0% | $80,925-84.5% |
| Participation rate | 57.7% | 66.2%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 21.36% | 33.36%-12.0pp | 64.87%-43.5pp | 35.65%-14.3pp |
| Employer contribution / active EE | $468 | $3,103-84.9% | $4,676-90.0% | $2,756-83.0% |
| Participant deferral / active EE | $2,177 | $3,453-36.9% | $5,629-61.3% | $4,299-49.3% |
| Admin fee / account holder | $18 | $7,993-99.8% | $15,914-99.9% | $6,940-99.7% |