Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,234 | $25,014-91.1% | $69,632-96.8% | $80,959-97.2% |
| Participation rate | 58.8% | 64.2%-5.4pp | 66.4%-7.7pp | 67.7%-8.9pp |
| Annual return | 16.35% | 19.08%-2.7pp | 101.32%-85.0pp | 35.67%-19.3pp |
| Employer contribution / active EE | $459 | $991-53.7% | $1,708-73.2% | $2,757-83.4% |
| Participant deferral / active EE | $1,146 | $1,840-37.7% | $2,889-60.3% | $4,300-73.3% |
| Admin fee / account holder | $192 | $2,491-92.3% | $4,695-95.9% | $6,925-97.2% |