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 | $26,411 | $72,071-63.4% | $68,368-61.4% | $137,256-80.8% |
| Participation rate | 52.4% | 76.2%-23.9pp | 73.8%-21.4pp | 80.0%-27.6pp |
| Annual return | 18.90% | 353.14%-334.2pp | 292.57%-273.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,003 | $2,788-28.2% | $2,649-24.4% | $4,156-51.8% |
| Participant deferral / active EE | $3,053 | $4,410-30.8% | $4,123-25.9% | $6,407-52.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |