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 | $88,420 | $210,343-58.0% | $153,476-42.4% | $145,978-39.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.39% | 13.38%-2.0pp | 15.66%-4.3pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,895 | $6,047-68.7% | $5,038-62.4% | $4,662-59.3% |
| Participant deferral / active EE | $4,457 | $7,977-44.1% | $6,759-34.0% | $6,690-33.4% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |