Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,964 | $28,624-58.2% | $53,647-77.7% | $82,637-85.5% |
| Participation rate | 24.1% | 47.3%-23.1pp | 56.3%-32.1pp | 68.1%-43.9pp |
| Annual return | 30.84% | 664.98%-634.1pp | 358.33%-327.5pp | 53.51%-22.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,546 | $1,196+29.3% | $1,813-14.7% | $4,126-62.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |