Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,275 | $40,275-52.1% | $57,356-66.4% | $59,633-67.7% |
| Participation rate | 41.9% | 69.1%-27.2pp | 75.1%-33.1pp | 68.7%-26.7pp |
| Annual return | 7.30% | 27.52%-20.2pp | 24.41%-17.1pp | 2041.45%-2034.2pp |
| Employer contribution / active EE | $448 | $1,921-76.7% | $2,689-83.3% | $2,203-79.6% |
| Participant deferral / active EE | $967 | $2,400-59.7% | $3,162-69.4% | $3,192-69.7% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |