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 | $46,876 | $111,814-58.1% | $103,378-54.7% | $145,978-67.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.32% | 24.80%-15.5pp | 24.91%-15.6pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,501 | $4,215-40.7% | $3,870-35.4% | $4,662-46.4% |
| Participant deferral / active EE | $2,501 | $5,618-55.5% | $5,058-50.6% | $6,690-62.6% |
| Admin fee / account holder | $252 | $9,764-97.4% | $8,401-97.0% | $13,400-98.1% |