Filed August 19, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,842 | $68,412-57.8% | $94,679-69.5% | $75,181-61.6% |
| Participation rate | 67.5% | 76.1%-8.6pp | 80.8%-13.3pp | 67.2%+0.3pp |
| Annual return | 33.18% | 616.91%-583.7pp | 156.75%-123.6pp | 160.69%-127.5pp |
| Employer contribution / active EE | $2,177 | $2,701-19.4% | $3,673-40.7% | $2,671-18.5% |
| Participant deferral / active EE | $3,925 | $6,537-40.0% | $7,417-47.1% | $4,126-4.9% |
| Admin fee / account holder | $153 | $5,326-97.1% | $7,233-97.9% | $5,650-97.3% |