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 | $24,621 | $101,063-75.6% | $81,473-69.8% | $147,586-83.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 16.29% | 32.41%-16.1pp | 38.78%-22.5pp | 578.59%-562.3pp |
| Employer contribution / active EE | $666 | $3,206-79.2% | $2,568-74.1% | $4,876-86.3% |
| Participant deferral / active EE | $2,203 | $4,242-48.1% | $3,537-37.7% | $5,439-59.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |