Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,752 | $27,936-75.8% | $58,561-88.5% | $75,173-91.0% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 27.59% | 44.21%-16.6pp | 4251.33%-4223.7pp | 160.72%-133.1pp |
| Employer contribution / active EE | $2,438 | $670+264.1% | $1,053+131.4% | $2,671-8.7% |
| Participant deferral / active EE | $970 | $1,202-19.3% | $1,923-49.6% | $4,126-76.5% |
| Admin fee / account holder | $24 | $1,727-98.6% | $2,520-99.1% | $5,651-99.6% |