Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,181 | $100,139-86.8% | $85,187-84.5% | $145,884-91.0% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 15.40% | 84.15%-68.8pp | 66.67%-51.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,125 | $5,296-59.9% | $4,525-53.0% | $6,690-68.2% |
| Admin fee / account holder | $84 | $7,262-98.8% | $6,162-98.6% | $13,392-99.4% |