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 | $32,285 | $96,419-66.5% | $80,648-60.0% | $139,487-76.9% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 22.39% | 1352.86%-1330.5pp | 937.21%-914.8pp | 373.84%-351.5pp |
| Employer contribution / active EE | $1,253 | $3,261-61.6% | $2,724-54.0% | $4,755-73.6% |
| Participant deferral / active EE | $5,371 | $5,225+2.8% | $4,443+20.9% | $6,713-20.0% |
| Admin fee / account holder | $20 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |