Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,154 | $52,380-80.6% | $98,775-89.7% | $85,847-88.2% |
| Participation rate | 39.3% | 58.0%-18.7pp | 65.7%-26.4pp | 69.3%-30.0pp |
| Annual return | 18.22% | 25.82%-7.6pp | 49.92%-31.7pp | 318.61%-300.4pp |
| Employer contribution / active EE | $877 | $1,337-34.4% | $2,067-57.6% | $2,565-65.8% |
| Participant deferral / active EE | $1,346 | $2,101-35.9% | $3,035-55.7% | $3,952-65.9% |
| Admin fee / account holder | $143 | $3,865-96.3% | $4,076-96.5% | $6,261-97.7% |