Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,018 | $34,316+13.7% | $74,719-47.8% | $72,983-46.5% |
| Participation rate | 23.4% | 42.4%-19.0pp | 54.5%-31.1pp | 69.5%-46.1pp |
| Annual return | 21.51% | 26.58%-5.1pp | 753.05%-731.5pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,029 | $1,272-19.1% | $1,963-47.6% | $3,608-71.5% |
| Admin fee / account holder | $131 | $2,125-93.8% | $3,334-96.1% | $5,124-97.4% |