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 | $9,175 | $76,522-88.0% | $56,033-83.6% | $145,884-93.7% |
| Participation rate | 13.3% | 63.2%-49.9pp | 52.5%-39.2pp | 80.3%-67.0pp |
| Annual return | 15.91% | 3014.28%-2998.4pp | 1711.38%-1695.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $570 | $2,624-78.3% | $1,954-70.8% | $6,690-91.5% |
| Admin fee / account holder | $31 | $3,328-99.1% | $2,827-98.9% | $13,392-99.8% |