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 | $100,687 | $93,346+7.9% | $71,796+40.2% | $273,972-63.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 7.20% | 130.39%-123.2pp | 78.04%-70.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,965 | $3,475+42.9% | $2,794+77.7% | $5,287-6.1% |
| Admin fee / account holder | $10 | $6,571-99.8% | $4,815-99.8% | $10,133-99.9% |