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 | $86,579 | $113,941-24.0% | $94,229-8.1% | $125,389-31.0% |
| Participation rate | 63.2% | 82.9%-19.7pp | 78.8%-15.6pp | 83.2%-20.0pp |
| Annual return | -1.15% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,129 | $4,727-55.0% | $3,587-40.7% | $4,866-56.3% |
| Participant deferral / active EE | $9,552 | $5,179+84.4% | $4,320+121.1% | $5,352+78.5% |
| Admin fee / account holder | $30 | $8,392-99.6% | $6,269-99.5% | $9,541-99.7% |