Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,067 | $106,588-82.1% | $94,215-79.8% | $155,188-87.7% |
| Participation rate | 25.0% | 74.3%-49.3pp | 70.0%-45.0pp | 80.8%-55.8pp |
| Annual return | 19.99% | 29.39%-9.4pp | 28.22%-8.2pp | 148.84%-128.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,436 | $4,802-70.1% | $4,276-66.4% | $6,531-78.0% |
| Admin fee / account holder | $98 | $12,281-99.2% | $10,216-99.0% | $14,480-99.3% |