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 | $14,719 | $34,316-57.1% | $74,722-80.3% | $72,975-79.8% |
| Participation rate | 50.0% | 42.4%+7.6pp | 54.5%-4.5pp | 69.5%-19.5pp |
| Annual return | 22.64% | 26.58%-3.9pp | 753.11%-730.5pp | 81.01%-58.4pp |
| Employer contribution / active EE | $749 | $692+8.2% | $1,084-30.9% | $2,440-69.3% |
| Participant deferral / active EE | $1,893 | $1,272+48.9% | $1,963-3.6% | $3,608-47.5% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |