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 | $11,198 | $99,668-88.8% | $86,451-87.0% | $134,545-91.7% |
| Participation rate | 59.1% | 82.1%-23.0pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,856 | $7,249-5.4% | $6,953-1.4% | $6,401+7.1% |
| Admin fee / account holder | $31 | $8,377-99.6% | $6,734-99.5% | $11,431-99.7% |