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 | $60,445 | $148,629-59.3% | $135,982-55.5% | $139,487-56.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 21.78% | 79.33%-57.6pp | 68.32%-46.5pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,038 | $5,247-61.2% | $4,859-58.1% | $4,755-57.1% |
| Participant deferral / active EE | $2,894 | $8,102-64.3% | $7,760-62.7% | $6,713-56.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |