Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,601 | $104,937-81.3% | $84,628-76.8% | $152,897-87.2% |
| Participation rate | 20.0% | 74.8%-54.8pp | 68.2%-48.2pp | 82.5%-62.5pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $280 | $3,303-91.5% | $2,653-89.4% | $4,764-94.1% |
| Participant deferral / active EE | $3,500 | $4,690-25.4% | $3,900-10.3% | $5,851-40.2% |
| Admin fee / account holder | $13 | $6,243-99.8% | $4,914-99.7% | $11,599-99.9% |