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 | $55,951 | $88,707-36.9% | $74,184-24.6% | $273,972-79.6% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.6%-29.3pp | 83.0%-35.6pp |
| Annual return | 10.78% | 11.94%-1.2pp | 17.74%-7.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,361 | $3,159-56.9% | $2,370-42.6% | $4,869-72.1% |
| Participant deferral / active EE | $4,864 | $4,212+15.5% | $3,550+37.0% | $5,287-8.0% |
| Admin fee / account holder | $13 | $8,717-99.8% | $5,586-99.8% | $10,133-99.9% |