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 | $27,699 | $65,555-57.7% | $86,216-67.9% | $75,173-63.2% |
| Participation rate | 17.6% | 60.5%-42.8pp | 69.0%-51.3pp | 67.2%-49.6pp |
| Annual return | 34.36% | 46.07%-11.7pp | 1169.42%-1135.1pp | 160.72%-126.4pp |
| Employer contribution / active EE | $510 | $1,553-67.2% | $2,382-78.6% | $2,671-80.9% |
| Participant deferral / active EE | $2,586 | $3,023-14.5% | $3,986-35.1% | $4,126-37.3% |
| Admin fee / account holder | $169 | $5,469-96.9% | $6,853-97.5% | $5,651-97.0% |