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 | $32,215 | $77,419-58.4% | $69,461-53.6% | $152,870-78.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.4%-82.4pp |
| Annual return | 15.94% | 39.07%-23.1pp | 28.97%-13.0pp | 345.34%-329.4pp |
| Employer contribution / active EE | $2,670 | $3,315-19.5% | $2,779-3.9% | $4,763-43.9% |
| Participant deferral / active EE | $3,923 | $4,414-11.1% | $3,536+10.9% | $5,850-33.0% |
| Admin fee / account holder | $26 | $6,207-99.6% | $3,840-99.3% | $11,597-99.8% |