Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,475 | $154,754-90.0% | $124,206-87.5% | $138,895-88.9% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.6%-15.7pp | 79.9%-26.1pp |
| Annual return | 19.19% | 709.28%-690.1pp | 515.27%-496.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $921 | $4,621-80.1% | $3,968-76.8% | $6,396-85.6% |
| Admin fee / account holder | $72 | $6,690-98.9% | $5,929-98.8% | $12,562-99.4% |