Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $105,075 | $106,247-1.1% | $96,515+8.9% | $139,466-24.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 12.06% | 38.47%-26.4pp | 35.73%-23.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,017 | $4,106-75.2% | $3,740-72.8% | $4,754-78.6% |
| Participant deferral / active EE | $2,299 | $5,456-57.9% | $4,880-52.9% | $6,712-65.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |