Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,977 | $52,279-65.6% | $89,414-79.9% | $79,852-77.5% |
| Participation rate | 19.4% | 57.5%-38.2pp | 68.0%-48.6pp | 69.6%-50.3pp |
| Annual return | 24.22% | 22.16%+2.1pp | 245.50%-221.3pp | 31.72%-7.5pp |
| Employer contribution / active EE | $307 | $1,572-80.5% | $2,586-88.1% | $2,471-87.6% |
| Participant deferral / active EE | $1,425 | $2,740-48.0% | $3,890-63.4% | $3,740-61.9% |
| Admin fee / account holder | $228 | $3,356-93.2% | $4,883-95.3% | $5,306-95.7% |