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 | $11,627 | $76,519-84.8% | $56,025-79.2% | $145,897-92.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 14.51% | 3017.03%-3002.5pp | 1712.69%-1698.2pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,130 | $2,624-56.9% | $1,955-42.2% | $6,689-83.1% |
| Admin fee / account holder | $211 | $3,331-93.7% | $2,828-92.5% | $13,390-98.4% |