Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $149,198 | $183,539-18.7% | $155,556-4.1% | $145,897+2.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.73% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,124 | $5,315-78.9% | $4,675-76.0% | $4,663-75.9% |
| Participant deferral / active EE | $7,888 | $6,467+22.0% | $5,631+40.1% | $6,689+17.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |