Filed April 2, 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.
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 | $13,749 | $47,848-71.3% | $81,473-83.1% | $70,126-80.4% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 53.40% | 27.25%+26.2pp | 38.78%+14.6pp | 73.15%-19.7pp |
| Employer contribution / active EE | $831 | $1,527-45.6% | $2,568-67.6% | $2,343-64.5% |
| Participant deferral / active EE | $1,597 | $2,453-34.9% | $3,537-54.9% | $3,332-52.1% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |