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 | $24,264 | $149,040-83.7% | $120,225-79.8% | $137,256-82.3% |
| Participation rate | 18.8% | 75.4%-56.7pp | 69.6%-50.8pp | 80.0%-61.2pp |
| Annual return | 17.37% | 605.68%-588.3pp | 439.23%-421.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,156 | $4,655-75.2% | $3,999-71.1% | $6,407-82.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |