Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,642 | $47,974-34.0% | $129,031-75.5% | $69,255-54.3% |
| Participation rate | 5.1% | 29.2%-24.1pp | 73.4%-68.3pp | 69.0%-63.9pp |
| Annual return | 16.67% | 116.92%-100.2pp | 34.67%-18.0pp | 26.73%-10.1pp |
| Employer contribution / active EE | $120 | $755-84.1% | $3,226-96.3% | $2,645-95.5% |
| Participant deferral / active EE | $274 | $1,143-76.1% | $5,217-94.8% | $2,890-90.5% |
| Admin fee / account holder | $245 | $2,691-90.9% | $13,208-98.1% | $733-66.6% |