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 | $20,847 | $169,356-87.7% | $129,406-83.9% | $145,897-85.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 14.21% | 14418.62%-14404.4pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,228 | $4,987-35.3% | $4,167-22.5% | $6,689-51.7% |
| Admin fee / account holder | $79 | $9,915-99.2% | $7,689-99.0% | $13,390-99.4% |