Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,659 | $96,691-70.4% | $86,656-66.9% | $139,487-79.5% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 15.15% | 106.87%-91.7pp | 593.09%-577.9pp | 373.84%-358.7pp |
| Employer contribution / active EE | $413 | $3,267-87.4% | $3,025-86.4% | $4,755-91.3% |
| Participant deferral / active EE | $1,470 | $4,838-69.6% | $4,439-66.9% | $6,713-78.1% |
| Admin fee / account holder | $58 | $6,414-99.1% | $5,619-99.0% | $11,407-99.5% |