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 | $58,397 | $76,608-23.8% | $56,077+4.1% | $145,877-60.0% |
| Participation rate | 9.5% | 63.2%-53.7pp | 52.5%-43.0pp | 80.3%-70.8pp |
| Annual return | 13.23% | 3009.59%-2996.4pp | 1709.28%-1696.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $254 | $3,325-92.4% | $2,825-91.0% | $13,402-98.1% |