Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,379 | $110,830-66.3% | $86,625-56.8% | $167,553-77.7% |
| Participation rate | 40.9% | 75.8%-34.9pp | 71.6%-30.7pp | 82.1%-41.2pp |
| Annual return | 19.47% | 116.99%-97.5pp | 63.52%-44.0pp | 478.89%-459.4pp |
| Employer contribution / active EE | $1,468 | $3,245-54.8% | $2,496-41.2% | $4,840-69.7% |
| Participant deferral / active EE | $3,976 | $4,548-12.6% | $3,700+7.5% | $6,343-37.3% |
| Admin fee / account holder | $18 | $8,420-99.8% | $5,830-99.7% | $12,316-99.9% |