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 | $21,437 | $39,798-46.1% | $67,711-68.3% | $59,632-64.1% |
| Participation rate | 38.9% | 57.4%-18.5pp | 67.5%-28.6pp | 68.7%-29.8pp |
| Annual return | 0.75% | 89.94%-89.2pp | 25.41%-24.7pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,834 | $2,335-21.4% | $3,585-48.8% | $3,192-42.5% |
| Admin fee / account holder | $286 | $3,212-91.1% | $4,255-93.3% | $4,297-93.3% |