Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,738 | $110,551-74.9% | $80,741-65.6% | $167,536-83.4% |
| Participation rate | 23.8% | 64.0%-40.1pp | 54.2%-30.4pp | 82.1%-58.3pp |
| Annual return | 27.57% | 120.57%-93.0pp | 87.30%-59.7pp | 478.82%-451.3pp |
| Employer contribution / active EE | $486 | $1,543-68.5% | $1,160-58.1% | $4,839-89.9% |
| Participant deferral / active EE | $1,380 | $2,870-51.9% | $2,145-35.7% | $6,342-78.2% |
| Admin fee / account holder | $62 | $4,547-98.6% | $3,380-98.2% | $12,315-99.5% |