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 | $16,234 | $80,812-79.9% | $160,784-89.9% | $82,448-80.3% |
| Participation rate | 24.2% | 66.2%-42.0pp | 77.0%-52.7pp | 68.1%-43.8pp |
| Annual return | 19.36% | 100.59%-81.2pp | 1803.92%-1784.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,774 | $4,335-59.1% | $6,293-71.8% | $4,139-57.1% |
| Admin fee / account holder | $29 | $7,695-99.6% | $9,717-99.7% | $7,234-99.6% |