Filed September 29, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,946 | $60,139-40.2% | $90,461-60.3% | $79,856-55.0% |
| Participation rate | 42.4% | 65.0%-22.6pp | 72.7%-30.3pp | 69.6%-27.3pp |
| Annual return | 15.98% | 71.96%-56.0pp | 1294.76%-1278.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $183 | $2,069-91.2% | $3,264-94.4% | $2,471-92.6% |
| Participant deferral / active EE | $1,393 | $2,939-52.6% | $3,964-64.9% | $3,741-62.8% |
| Admin fee / account holder | $237 | $3,978-94.0% | $5,617-95.8% | $5,306-95.5% |