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 | $18,761 | $57,305-67.3% | $86,640-78.3% | $75,173-75.0% |
| Participation rate | 28.1% | 63.2%-35.1pp | 71.7%-43.6pp | 67.2%-39.1pp |
| Annual return | 20.72% | 2674.24%-2653.5pp | 592.52%-571.8pp | 160.72%-140.0pp |
| Employer contribution / active EE | $362 | $2,316-84.4% | $3,024-88.0% | $2,671-86.5% |
| Participant deferral / active EE | $1,029 | $3,320-69.0% | $4,438-76.8% | $4,126-75.1% |
| Admin fee / account holder | $11 | $4,116-99.7% | $5,616-99.8% | $5,651-99.8% |