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 | $1,971 | $70,366-97.2% | $66,674-97.0% | $138,895-98.6% |
| Participation rate | 26.7% | 76.2%-49.5pp | 73.7%-47.0pp | 79.9%-53.3pp |
| Annual return | 31.24% | 386.41%-355.2pp | 321.24%-290.0pp | 145.39%-114.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $801 | $4,374-81.7% | $4,084-80.4% | $6,396-87.5% |
| Admin fee / account holder | $193 | $5,262-96.3% | $5,098-96.2% | $12,562-98.5% |