Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,768 | $69,118+19.7% | $53,647+54.3% | $138,895-40.4% |
| Participation rate | 5.6% | 64.0%-58.4pp | 56.3%-50.7pp | 79.9%-74.4pp |
| Annual return | 16.59% | 248.26%-231.7pp | 358.33%-341.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $217 | $1,189-81.8% | $962-77.5% | $4,194-94.8% |
| Participant deferral / active EE | $1,083 | $2,274-52.4% | $1,813-40.3% | $6,396-83.1% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |