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 | $39,605 | $165,361-76.0% | $149,715-73.5% | $158,950-75.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 11.14% | 348.24%-337.1pp | 276.66%-265.5pp | 302.91%-291.8pp |
| Employer contribution / active EE | $1,976 | $5,103-61.3% | $4,645-57.5% | $4,762-58.5% |
| Participant deferral / active EE | $3,983 | $7,182-44.5% | $6,842-41.8% | $5,983-33.4% |
| Admin fee / account holder | $104 | $10,808-99.0% | $9,310-98.9% | $11,248-99.1% |