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 | $59,630 | $115,814-48.5% | $101,275-41.1% | $158,982-62.5% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 17.35% | 56.16%-38.8pp | 46.48%-29.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,006 | $4,176-75.9% | $3,660-72.5% | $4,763-78.9% |
| Participant deferral / active EE | $1,725 | $4,958-65.2% | $4,371-60.5% | $5,983-71.2% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |