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 | $69,674 | $92,219-24.4% | $76,768-9.2% | $135,379-48.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.30% | 5.46%-12.8pp | 2.43%-9.7pp | 519.79%-527.1pp |
| Employer contribution / active EE | $636 | $3,216-80.2% | $2,485-74.4% | $4,779-86.7% |
| Participant deferral / active EE | $4,153 | $4,508-7.9% | $3,852+7.8% | $5,609-26.0% |
| Admin fee / account holder | $33 | $10,749-99.7% | $6,675-99.5% | $10,828-99.7% |