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 | $19,147 | $102,663-81.3% | $86,216-77.8% | $139,466-86.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 27.01% | 1924.52%-1897.5pp | 1169.42%-1142.4pp | 373.66%-346.7pp |
| Employer contribution / active EE | $1,243 | $3,035-59.0% | $2,382-47.8% | $4,754-73.9% |
| Participant deferral / active EE | $1,972 | $4,677-57.8% | $3,986-50.5% | $6,712-70.6% |
| Admin fee / account holder | $60 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |