Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,063 | $183,627-78.2% | $155,602-74.3% | $145,978-72.6% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 13.17% | 61.32%-48.1pp | 64.81%-51.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,727 | $5,316-67.5% | $4,675-63.1% | $4,662-62.9% |
| Participant deferral / active EE | $2,926 | $6,466-54.8% | $5,629-48.0% | $6,690-56.3% |
| Admin fee / account holder | $14 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |