Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,806 | $27,943-57.8% | $58,507-79.8% | $75,177-84.3% |
| Participation rate | 32.8% | 38.8%-6.1pp | 50.9%-18.1pp | 67.2%-34.4pp |
| Annual return | 32.28% | 44.22%-11.9pp | 4252.32%-4220.0pp | 160.75%-128.5pp |
| Employer contribution / active EE | $662 | $670-1.2% | $1,053-37.2% | $2,671-75.2% |
| Participant deferral / active EE | $1,983 | $1,202+65.0% | $1,922+3.2% | $4,126-51.9% |
| Admin fee / account holder | $100 | $1,727-94.2% | $2,486-96.0% | $5,651-98.2% |