Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,416 | $90,691-75.3% | $76,119-70.6% | $145,884-84.6% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 13.53% | 624.52%-611.0pp | 361.25%-347.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $794 | $3,329-76.1% | $2,693-70.5% | $4,662-83.0% |
| Participant deferral / active EE | $3,245 | $5,167-37.2% | $4,259-23.8% | $6,690-51.5% |
| Admin fee / account holder | $20 | $8,383-99.8% | $6,421-99.7% | $13,392-99.9% |