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 | $32,763 | $106,008-69.1% | $92,240-64.5% | $147,586-77.8% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 36.07% | 50.05%-14.0pp | 176.29%-140.2pp | 578.59%-542.5pp |
| Employer contribution / active EE | $1,712 | $4,333-60.5% | $3,680-53.5% | $4,876-64.9% |
| Participant deferral / active EE | $3,545 | $4,478-20.8% | $3,897-9.0% | $5,439-34.8% |
| Admin fee / account holder | $192 | $6,333-97.0% | $5,194-96.3% | $10,886-98.2% |