Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,317 | $110,278-92.5% | $95,740-91.3% | $139,466-94.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 74.70% | 27.19%+47.5pp | 28.41%+46.3pp | 373.66%-299.0pp |
| Employer contribution / active EE | $2,622 | $3,260-19.6% | $2,836-7.6% | $4,754-44.8% |
| Participant deferral / active EE | $4,111 | $4,674-12.1% | $4,244-3.1% | $6,712-38.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |