Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,068 | $100,139-83.0% | $85,187-80.0% | $145,884-88.3% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 15.09% | 84.15%-69.1pp | 66.67%-51.6pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,164 | $5,296-59.1% | $4,525-52.2% | $6,690-67.7% |
| Admin fee / account holder | $104 | $7,262-98.6% | $6,162-98.3% | $13,392-99.2% |