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 | $8,012 | $58,311-86.3% | $81,882-90.2% | $80,959-90.1% |
| Participation rate | 23.7% | 63.5%-39.8pp | 72.4%-48.7pp | 67.7%-43.9pp |
| Annual return | 16.56% | 41.85%-25.3pp | 779.47%-762.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $478 | $2,347-79.6% | $2,916-83.6% | $2,757-82.6% |
| Participant deferral / active EE | $847 | $3,287-74.2% | $4,323-80.4% | $4,300-80.3% |
| Admin fee / account holder | $192 | $4,752-96.0% | $7,360-97.4% | $6,925-97.2% |