Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,508 | $81,749-74.9% | $58,544-65.0% | $139,456-85.3% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 21.78% | 7425.45%-7403.7pp | 4249.56%-4227.8pp | 373.45%-351.7pp |
| Employer contribution / active EE | $242 | $1,398-82.7% | $1,053-77.0% | $4,753-94.9% |
| Participant deferral / active EE | $1,815 | $2,555-29.0% | $1,923-5.6% | $6,711-73.0% |
| Admin fee / account holder | $172 | $3,272-94.8% | $2,520-93.2% | $11,407-98.5% |