Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,152 | $115,814-80.9% | $101,275-78.1% | $158,982-86.1% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,081 | $4,176-74.1% | $3,660-70.5% | $4,763-77.3% |
| Participant deferral / active EE | $7,599 | $4,958+53.3% | $4,371+73.9% | $5,983+27.0% |
| Admin fee / account holder | $15 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |