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 | $52,099 | $45,152+15.4% | $73,836-29.4% | $59,633-12.6% |
| Participation rate | 18.9% | 64.0%-45.1pp | 73.4%-54.5pp | 68.7%-49.8pp |
| Annual return | -2.61% | 27.40%-30.0pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $373 | $1,901-80.4% | $2,787-86.6% | $2,203-83.1% |
| Participant deferral / active EE | $1,229 | $2,573-52.2% | $3,583-65.7% | $3,192-61.5% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |