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 | $30,505 | $72,071-57.7% | $68,368-55.4% | $137,256-77.8% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 16.65% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,321 | $2,788-52.6% | $2,649-50.1% | $4,156-68.2% |
| Participant deferral / active EE | $4,324 | $4,410-2.0% | $4,123+4.9% | $6,407-32.5% |
| Admin fee / account holder | $123 | $5,336-97.7% | $5,150-97.6% | $12,270-99.0% |