Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,864 | $85,169-83.7% | $172,755-92.0% | $72,983-81.0% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 90.26% | 27.32%+62.9pp | 802.94%-712.7pp | 81.01%+9.2pp |
| Employer contribution / active EE | $916 | $3,324-72.4% | $5,144-82.2% | $2,440-62.4% |
| Participant deferral / active EE | $1,608 | $3,260-50.7% | $5,198-69.1% | $3,608-55.4% |
| Admin fee / account holder | $174 | $5,880-97.0% | $13,955-98.8% | $5,124-96.6% |