Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,058 | $67,823-57.2% | $52,425-44.6% | $137,256-78.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 21.03% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,529 | $1,163+31.5% | $914+67.2% | $4,156-63.2% |
| Participant deferral / active EE | $2,294 | $2,288+0.3% | $1,790+28.1% | $6,407-64.2% |
| Admin fee / account holder | $109 | $2,844-96.2% | $2,495-95.6% | $12,270-99.1% |