Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,116 | $29,736-49.2% | $56,033-73.0% | $80,935-81.3% |
| Participation rate | 36.2% | 41.7%-5.5pp | 52.5%-16.3pp | 67.7%-31.4pp |
| Annual return | 15.56% | 35.28%-19.7pp | 1711.38%-1695.8pp | 35.66%-20.1pp |
| Employer contribution / active EE | $675 | $671+0.6% | $1,041-35.1% | $2,757-75.5% |
| Participant deferral / active EE | $1,429 | $1,228+16.4% | $1,954-26.9% | $4,299-66.8% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |