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 | $18,959 | $47,848-60.4% | $81,473-76.7% | $70,126-73.0% |
| Participation rate | 64.5% | 58.3%+6.2pp | 68.0%-3.4pp | 69.5%-5.0pp |
| Annual return | 26.26% | 27.25%-1.0pp | 38.78%-12.5pp | 73.15%-46.9pp |
| Employer contribution / active EE | $1,622 | $1,527+6.2% | $2,568-36.8% | $2,343-30.8% |
| Participant deferral / active EE | $3,617 | $2,453+47.5% | $3,537+2.3% | $3,332+8.6% |
| Admin fee / account holder | $221 | $3,145-93.0% | $4,561-95.1% | $4,645-95.2% |