Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,041 | $88,754-67.3% | $81,820-64.5% | $145,877-80.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 11.66% | 1031.77%-1020.1pp | 777.93%-766.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $339 | $3,085-89.0% | $2,915-88.4% | $4,663-92.7% |
| Participant deferral / active EE | $2,565 | $4,648-44.8% | $4,323-40.7% | $6,691-61.7% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |