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 | $25,956 | $65,034-60.1% | $90,970-71.5% | $79,856-67.5% |
| Participation rate | 52.5% | 61.6%-9.1pp | 69.0%-16.5pp | 69.6%-17.1pp |
| Annual return | 11.68% | 30.45%-18.8pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,856 | $1,247+129.0% | $2,122+34.6% | $2,471+15.6% |
| Participant deferral / active EE | $1,421 | $2,512-43.5% | $3,373-57.9% | $3,741-62.0% |
| Admin fee / account holder | $243 | $4,536-94.6% | $5,961-95.9% | $5,306-95.4% |