Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,803 | $81,727-91.7% | $58,534-88.4% | $139,427-95.1% |
| Participation rate | 18.2% | 61.3%-43.2pp | 50.9%-32.7pp | 80.3%-62.1pp |
| Annual return | 48.64% | 7422.38%-7373.7pp | 4248.32%-4199.7pp | 373.27%-324.6pp |
| Employer contribution / active EE | $211 | $1,399-84.9% | $1,054-80.0% | $4,752-95.6% |
| Participant deferral / active EE | $742 | $2,557-71.0% | $1,924-61.4% | $6,711-88.9% |
| Admin fee / account holder | $0 | $3,271-100.0% | $2,519-100.0% | $11,404-100.0% |