Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,320 | $76,407-89.1% | $150,298-94.5% | $82,448-89.9% |
| Participation rate | 58.5% | 66.4%-7.9pp | 77.8%-19.2pp | 68.1%-9.5pp |
| Annual return | 21.76% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,114 | $3,214-65.3% | $5,453-79.6% | $4,139-73.1% |
| Admin fee / account holder | $134 | $6,352-97.9% | $14,116-99.1% | $7,234-98.2% |