Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,846 | $104,953-75.4% | $84,637-69.5% | $152,909-83.1% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 20.86% | 373.94%-353.1pp | 258.82%-238.0pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,999 | $4,691-36.1% | $3,900-23.1% | $5,851-48.7% |
| Admin fee / account holder | $18 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |