Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,974 | $108,695-88.1% | $74,722-82.6% | $152,897-91.5% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $767 | $1,504-49.0% | $1,084-29.3% | $4,764-83.9% |
| Participant deferral / active EE | $3,234 | $2,712+19.3% | $1,963+64.7% | $5,851-44.7% |
| Admin fee / account holder | $25 | $4,906-99.5% | $3,335-99.3% | $11,599-99.8% |