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 | $3,308 | $76,634-95.7% | $56,054-94.1% | $145,978-97.7% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.7pp | 80.3%-15.1pp |
| Annual return | 9.86% | 3004.33%-2994.5pp | 1705.95%-1696.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,778 | $1,380+101.3% | $1,039+167.4% | $4,662-40.4% |
| Participant deferral / active EE | $287 | $2,622-89.1% | $1,952-85.3% | $6,690-95.7% |
| Admin fee / account holder | $9 | $3,321-99.7% | $2,822-99.7% | $13,400-99.9% |