Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,348 | $31,679-64.2% | $74,723-84.8% | $65,186-82.6% |
| Participation rate | 39.8% | 40.4%-0.5pp | 54.5%-14.6pp | 70.2%-30.4pp |
| Annual return | 0.00% | 39.04%-39.0pp | 753.18%-753.2pp | 29.39%-29.4pp |
| Employer contribution / active EE | $150 | $566-73.5% | $1,084-86.2% | $2,177-93.1% |
| Participant deferral / active EE | $978 | $1,191-17.9% | $1,962-50.2% | $3,514-72.2% |
| Admin fee / account holder | $102 | $379-73.0% | $3,335-96.9% | $847-87.9% |