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 | $62,412 | $106,918-41.6% | $84,021-25.7% | $152,897-59.2% |
| Participation rate | 30.4% | 75.2%-44.8pp | 69.0%-38.6pp | 82.5%-52.0pp |
| Annual return | 22.91% | 105.01%-82.1pp | 71.32%-48.4pp | 345.43%-322.5pp |
| Employer contribution / active EE | $671 | $2,735-75.5% | $1,984-66.2% | $4,764-85.9% |
| Participant deferral / active EE | $2,423 | $4,012-39.6% | $3,239-25.2% | $5,851-58.6% |
| Admin fee / account holder | $45 | $8,288-99.5% | $6,102-99.3% | $11,599-99.6% |