Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,445 | $178,174-80.1% | $156,181-77.3% | $137,256-74.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 21.97% | 84.19%-62.2pp | 64.87%-42.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,235 | $4,972-55.1% | $4,294-48.0% | $4,156-46.2% |
| Participant deferral / active EE | $3,994 | $6,888-42.0% | $6,132-34.9% | $6,407-37.7% |
| Admin fee / account holder | $21 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |