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 | $58,758 | $69,274-15.2% | $64,097-8.3% | $139,487-57.9% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 13.46% | 46.00%-32.5pp | 33.75%-20.3pp | 373.84%-360.4pp |
| Employer contribution / active EE | $1,686 | $3,187-47.1% | $2,750-38.7% | $4,755-64.5% |
| Participant deferral / active EE | $6,335 | $4,685+35.2% | $3,881+63.2% | $6,713-5.6% |
| Admin fee / account holder | $19 | $4,247-99.6% | $3,070-99.4% | $11,407-99.8% |