Filed March 23, 2026
Total covered: 2 employees
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 | $65,113 | $63,773+2.1% | $81,286-19.9% | $80,925-19.5% |
| Participation rate | 57.8% | 63.9%-6.1pp | 69.5%-11.7pp | 67.7%-9.9pp |
| Annual return | 13.10% | 16.37%-3.3pp | 24.80%-11.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,277 | $1,979-35.5% | $2,463-48.2% | $2,756-53.7% |
| Participant deferral / active EE | $4,582 | $3,093+48.1% | $3,883+18.0% | $4,299+6.6% |
| Admin fee / account holder | $117 | $5,682-97.9% | $5,764-98.0% | $6,940-98.3% |