Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,339 | $65,364-68.9% | $92,909-78.1% | $72,975-72.1% |
| Participation rate | 27.5% | 68.3%-40.8pp | 76.0%-48.5pp | 69.5%-42.0pp |
| Annual return | 23.33% | 42.11%-18.8pp | 109.44%-86.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,470 | $3,128-53.0% | $4,238-65.3% | $3,608-59.3% |
| Admin fee / account holder | $74 | $4,251-98.3% | $5,795-98.7% | $5,124-98.6% |