Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,180 | $155,833-76.1% | $124,693-70.2% | $167,518-77.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 74.6%-14.6pp | 82.1%-22.1pp |
| Annual return | 27.04% | 17.98%+9.1pp | 5144.19%-5117.1pp | 478.71%-451.7pp |
| Employer contribution / active EE | $1,716 | $4,164-58.8% | $3,324-48.4% | $4,838-64.5% |
| Participant deferral / active EE | $10,117 | $5,675+78.3% | $4,615+119.2% | $6,342+59.5% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |