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 | $4,030 | $29,319-86.3% | $52,425-92.3% | $82,448-95.1% |
| Participation rate | 55.6% | 46.9%+8.7pp | 55.6%-0.1pp | 68.1%-12.5pp |
| Annual return | 26.84% | 535.20%-508.4pp | 302.12%-275.3pp | 41.64%-14.8pp |
| Employer contribution / active EE | $333 | $586-43.2% | $914-63.6% | $2,551-87.0% |
| Participant deferral / active EE | $501 | $1,171-57.2% | $1,790-72.0% | $4,139-87.9% |
| Admin fee / account holder | $115 | $1,962-94.1% | $2,495-95.4% | $7,234-98.4% |