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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,474 | $29,546+13.3% | $56,441-40.7% | $77,671-56.9% |
| Participation rate | 34.1% | 32.7%+1.4pp | 52.5%-18.4pp | 70.6%-36.5pp |
| Annual return | 13.48% | 19.01%-5.5pp | 1704.21%-1690.7pp | 31.21%-17.7pp |
| Employer contribution / active EE | $592 | $568+4.3% | $1,039-43.0% | $2,726-78.3% |
| Participant deferral / active EE | $1,120 | $1,061+5.6% | $1,953-42.6% | $4,648-75.9% |
| Admin fee / account holder | $174 | $1,046-83.4% | $2,829-93.9% | $430-59.7% |