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 | $63,475 | $74,535-14.8% | $100,712-37.0% | $82,637-23.2% |
| Participation rate | 48.3% | 61.2%-12.9pp | 69.3%-21.0pp | 68.1%-19.8pp |
| Annual return | 19.49% | 18.92%+0.6pp | 33.27%-13.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,333 | $1,503-11.3% | $2,313-42.3% | $2,552-47.8% |
| Participant deferral / active EE | $3,981 | $3,074+29.5% | $4,085-2.5% | $4,126-3.5% |
| Admin fee / account holder | $19 | $6,576-99.7% | $9,256-99.8% | $7,339-99.7% |