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 | $83,750 | $172,111-51.3% | $150,298-44.3% | $137,256-39.0% |
| Participation rate | 65.2% | 81.7%-16.5pp | 77.8%-12.5pp | 80.0%-14.7pp |
| Annual return | 22.04% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,278 | $4,636-50.9% | $4,154-45.2% | $4,156-45.2% |
| Participant deferral / active EE | $3,320 | $6,166-46.2% | $5,453-39.1% | $6,407-48.2% |
| Admin fee / account holder | $242 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |