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 | $57,458 | $102,595-44.0% | $94,057-38.9% | $154,746-62.9% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 80.7%-15.5pp |
| Annual return | 13.36% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,583 | $3,147-49.7% | $2,933-46.0% | $4,379-63.8% |
| Participant deferral / active EE | $1,812 | $5,118-64.6% | $4,709-61.5% | $6,730-73.1% |
| Admin fee / account holder | $123 | $7,736-98.4% | $7,244-98.3% | $14,365-99.1% |