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 | $12,223 | $29,051-57.9% | $52,425-76.7% | $67,986-82.0% |
| Participation rate | 11.5% | 30.4%-18.9pp | 55.6%-44.1pp | 57.2%-45.7pp |
| Annual return | 22.06% | 24.00%-1.9pp | 302.12%-280.1pp | 31.67%-9.6pp |
| Employer contribution / active EE | $191 | $412-53.6% | $914-79.1% | $2,019-90.5% |
| Participant deferral / active EE | $247 | $873-71.7% | $1,790-86.2% | $3,358-92.6% |
| Admin fee / account holder | $268 | $2,113-87.3% | $2,495-89.3% | $3,203-91.6% |