Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,023 | $88,710-83.1% | $81,783-81.6% | $145,959-89.7% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.4%-28.6pp | 80.3%-36.5pp |
| Annual return | 10.81% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,046 | $3,083-66.1% | $2,913-64.1% | $4,661-77.6% |
| Participant deferral / active EE | $1,955 | $4,645-57.9% | $4,320-54.8% | $6,689-70.8% |
| Admin fee / account holder | $240 | $8,407-97.1% | $7,380-96.7% | $13,398-98.2% |