Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,979 | $77,901-74.4% | $149,717-86.7% | $75,181-73.4% |
| Participation rate | 40.9% | 65.6%-24.7pp | 78.8%-37.9pp | 67.2%-26.3pp |
| Annual return | 15.07% | 31.73%-16.7pp | 134.41%-119.3pp | 160.69%-145.6pp |
| Employer contribution / active EE | $2,302 | $3,137-26.6% | $4,820-52.2% | $2,671-13.8% |
| Participant deferral / active EE | $1,000 | $3,411-70.7% | $5,682-82.4% | $4,126-75.8% |
| Admin fee / account holder | $56 | $5,949-99.1% | $13,213-99.6% | $5,650-99.0% |