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 | $103,830 | $87,546+18.6% | $75,784+37.0% | $125,389-17.2% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.40% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,504 | $3,930-61.7% | $3,323-54.7% | $4,866-69.1% |
| Participant deferral / active EE | $6,947 | $4,230+64.3% | $3,652+90.3% | $5,352+29.8% |
| Admin fee / account holder | $109 | $6,503-98.3% | $5,300-97.9% | $9,541-98.9% |