Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,606 | $36,140-67.9% | $73,658-84.2% | $64,340-82.0% |
| Participation rate | 16.2% | 31.0%-14.8pp | 57.0%-40.9pp | 55.2%-39.1pp |
| Annual return | 19.97% | 21.48%-1.5pp | 29.72%-9.8pp | 24.14%-4.2pp |
| Employer contribution / active EE | $135 | $443-69.6% | $1,032-87.0% | $1,862-92.8% |
| Participant deferral / active EE | $371 | $1,023-63.7% | $2,062-82.0% | $2,980-87.5% |
| Admin fee / account holder | $284 | $2,513-88.7% | $3,357-91.5% | $3,703-92.3% |