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 | $20,390 | $103,949-80.4% | $69,182-70.5% | $273,972-92.6% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | 24.47% | 35.28%-10.8pp | -21.93%+46.4pp | 41.46%-17.0pp |
| Employer contribution / active EE | $134 | $1,783-92.5% | $1,206-88.9% | $4,869-97.3% |
| Participant deferral / active EE | $6,925 | $2,716+154.9% | $1,897+265.1% | $5,287+31.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |