Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,700 | $105,158-87.0% | $94,672-85.5% | $139,487-90.2% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 35.06% | 38.11%-3.0pp | 156.89%-121.8pp | 373.84%-338.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,730 | $7,599-37.8% | $7,417-36.2% | $6,713-29.5% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |