Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,583 | $108,701-62.7% | $74,723-45.7% | $152,909-73.5% |
| Participation rate | 60.0% | 65.4%-5.4pp | 54.5%+5.5pp | 82.5%-22.5pp |
| Annual return | 20.55% | 114.12%-93.6pp | 753.18%-732.6pp | 345.46%-324.9pp |
| Employer contribution / active EE | $458 | $1,504-69.5% | $1,084-57.7% | $4,764-90.4% |
| Participant deferral / active EE | $1,016 | $2,709-62.5% | $1,962-48.2% | $5,851-82.6% |
| Admin fee / account holder | $18 | $4,906-99.6% | $3,335-99.5% | $11,601-99.8% |