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 | $27,925 | $85,766-67.4% | $136,298-79.5% | $70,126-60.2% |
| Participation rate | 35.5% | 74.2%-38.7pp | 81.9%-46.4pp | 69.5%-34.1pp |
| Annual return | 37.02% | 31.46%+5.6pp | 5156.27%-5119.3pp | 73.15%-36.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,312 | $5,051-14.6% | $6,247-31.0% | $3,332+29.4% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |