Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,188 | $99,995-92.8% | $85,063-91.5% | $145,978-95.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.01% | 83.99%-73.0pp | 66.54%-55.5pp | 550.52%-539.5pp |
| Employer contribution / active EE | $699 | $3,231-78.4% | $2,727-74.4% | $4,662-85.0% |
| Participant deferral / active EE | $1,075 | $5,295-79.7% | $4,523-76.2% | $6,690-83.9% |
| Admin fee / account holder | $40 | $7,255-99.4% | $6,155-99.3% | $13,400-99.7% |