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 | $35,823 | $96,558-62.9% | $80,977-55.8% | $273,970-86.9% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 32.03% | 15.14%+16.9pp | 17.11%+14.9pp | 41.46%-9.4pp |
| Employer contribution / active EE | $3,107 | $4,869-36.2% | $3,715-16.4% | $4,869-36.2% |
| Participant deferral / active EE | $13,750 | $6,598+108.4% | $5,696+141.4% | $5,287+160.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,132-100.0% |