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 | $130,663 | $107,809+21.2% | $97,032+34.7% | $155,188-15.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 27.10% | 38.06%-11.0pp | 35.38%-8.3pp | 148.84%-121.7pp |
| Employer contribution / active EE | $500 | $2,911-82.8% | $2,629-81.0% | $4,248-88.2% |
| Participant deferral / active EE | $1,250 | $5,129-75.6% | $4,672-73.2% | $6,531-80.9% |
| Admin fee / account holder | $2 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |