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 | $2,563 | $28,624-91.0% | $53,647-95.2% | $82,637-96.9% |
| Participation rate | 50.0% | 47.3%+2.7pp | 56.3%-6.3pp | 68.1%-18.1pp |
| Annual return | 29.96% | 664.98%-635.0pp | 358.33%-328.4pp | 53.51%-23.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $734 | $1,196-38.6% | $1,813-59.5% | $4,126-82.2% |
| Admin fee / account holder | $169 | $2,022-91.6% | $2,460-93.1% | $7,339-97.7% |