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 | $2,977 | $81,668-96.4% | $58,507-94.9% | $139,487-97.9% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 39.51% | 7430.07%-7390.6pp | 4252.32%-4212.8pp | 373.84%-334.3pp |
| Employer contribution / active EE | $154 | $1,398-89.0% | $1,053-85.4% | $4,755-96.8% |
| Participant deferral / active EE | $373 | $2,554-85.4% | $1,922-80.6% | $6,713-94.4% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |