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 | $16,806 | $29,051-42.2% | $52,425-67.9% | $67,986-75.3% |
| Participation rate | 5.6% | 30.4%-24.9pp | 55.6%-50.1pp | 57.2%-51.7pp |
| Annual return | 27.00% | 24.00%+3.0pp | 302.12%-275.1pp | 31.67%-4.7pp |
| Employer contribution / active EE | $175 | $412-57.4% | $914-80.8% | $2,019-91.3% |
| Participant deferral / active EE | $175 | $873-79.9% | $1,790-90.2% | $3,358-94.8% |
| Admin fee / account holder | $52 | $2,113-97.5% | $2,495-97.9% | $3,203-98.4% |