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 | $62,729 | $87,546-28.3% | $75,784-17.2% | $125,389-50.0% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | -0.15% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,206 | $3,930-69.3% | $3,323-63.7% | $4,866-75.2% |
| Participant deferral / active EE | $3,831 | $4,230-9.4% | $3,652+4.9% | $5,352-28.4% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |