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 | $3,935 | $76,522-94.9% | $56,033-93.0% | $145,884-97.3% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 17.16% | 3014.28%-2997.1pp | 1711.38%-1694.2pp | 551.85%-534.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,128 | $2,624-57.0% | $1,954-42.3% | $6,690-83.1% |
| Admin fee / account holder | $64 | $3,328-98.1% | $2,827-97.7% | $13,392-99.5% |