Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,398 | $102,429-51.8% | $147,096-66.4% | $80,925-39.0% |
| Participation rate | 46.5% | 75.9%-29.3pp | 82.2%-35.7pp | 67.7%-21.1pp |
| Annual return | 13.27% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,550 | $3,716-58.3% | $4,936-68.6% | $2,756-43.8% |
| Participant deferral / active EE | $2,736 | $6,649-58.9% | $8,071-66.1% | $4,299-36.4% |
| Admin fee / account holder | $175 | $7,957-97.8% | $13,005-98.7% | $6,940-97.5% |