Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,135 | $111,785-75.7% | $93,669-71.0% | $145,877-81.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 22.29% | 203.79%-181.5pp | 133.59%-111.3pp | 551.28%-529.0pp |
| Employer contribution / active EE | $614 | $3,096-80.2% | $2,424-74.7% | $4,663-86.8% |
| Participant deferral / active EE | $2,006 | $4,919-59.2% | $4,416-54.6% | $6,691-70.0% |
| Admin fee / account holder | $18 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |