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 | $34,781 | $140,592-75.3% | $123,105-71.7% | $125,389-72.3% |
| Participation rate | 69.2% | 88.2%-19.0pp | 86.8%-17.5pp | 83.2%-14.0pp |
| Annual return | -1.17% | 16.80%-18.0pp | 13.22%-14.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,893 | $6,041-52.1% | $5,151-43.8% | $4,866-40.5% |
| Participant deferral / active EE | $6,916 | $6,980-0.9% | $6,229+11.0% | $5,352+29.2% |
| Admin fee / account holder | $57 | $11,198-99.5% | $9,014-99.4% | $9,541-99.4% |