Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,517 | $108,695-75.6% | $74,722-64.5% | $152,897-82.7% |
| Participation rate | 17.6% | 65.4%-47.7pp | 54.5%-36.8pp | 82.5%-64.8pp |
| Annual return | 27.46% | 114.11%-86.6pp | 753.11%-725.7pp | 345.43%-318.0pp |
| Employer contribution / active EE | $242 | $1,504-83.9% | $1,084-77.7% | $4,764-94.9% |
| Participant deferral / active EE | $1,265 | $2,712-53.4% | $1,963-35.6% | $5,851-78.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |