Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,140 | $111,785-62.3% | $93,669-55.0% | $145,877-71.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 15.02% | 203.79%-188.8pp | 133.59%-118.6pp | 551.28%-536.3pp |
| Employer contribution / active EE | $752 | $3,096-75.7% | $2,424-69.0% | $4,663-83.9% |
| Participant deferral / active EE | $2,114 | $4,919-57.0% | $4,416-52.1% | $6,691-68.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |