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 | $21,177 | $52,507-59.7% | $129,406-83.6% | $74,478-71.6% |
| Participation rate | 44.2% | 53.9%-9.7pp | 69.6%-25.4pp | 67.2%-23.0pp |
| Annual return | 14.92% | 15.64%-0.7pp | 9468.18%-9453.3pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,316 | $2,801-53.0% | $4,167-68.4% | $4,350-69.8% |
| Admin fee / account holder | $99 | $2,639-96.3% | $7,689-98.7% | $1,946-94.9% |