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 | $1,936 | $22,602-91.4% | $65,566-97.0% | $75,173-97.4% |
| Participation rate | 66.7% | 63.1%+3.6pp | 64.9%+1.7pp | 67.2%-0.5pp |
| Annual return | 0.00% | 71.13%-71.1pp | 47.40%-47.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $599 | $941-36.4% | $1,692-64.6% | $2,671-77.6% |
| Participant deferral / active EE | $1,544 | $1,695-8.9% | $2,832-45.5% | $4,126-62.6% |
| Admin fee / account holder | $68 | $1,877-96.4% | $4,114-98.3% | $5,651-98.8% |