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 | $25,010 | $111,878-77.6% | $93,727-73.3% | $145,897-82.9% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.2pp |
| Annual return | 12.73% | 204.28%-191.6pp | 133.83%-121.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,234 | $3,092-60.1% | $2,421-49.1% | $4,663-73.5% |
| Participant deferral / active EE | $4,446 | $4,920-9.6% | $4,417+0.7% | $6,689-33.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |