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 | $11,200 | $69,118-83.8% | $53,647-79.1% | $138,895-91.9% |
| Participation rate | 47.4% | 64.0%-16.6pp | 56.3%-8.9pp | 79.9%-32.6pp |
| Annual return | 14.27% | 248.26%-234.0pp | 358.33%-344.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $229 | $1,189-80.7% | $962-76.2% | $4,194-94.5% |
| Participant deferral / active EE | $343 | $2,274-84.9% | $1,813-81.1% | $6,396-94.6% |
| Admin fee / account holder | $184 | $2,724-93.3% | $2,460-92.5% | $12,562-98.5% |