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 | $3,342 | $67,823-95.1% | $52,425-93.6% | $137,256-97.6% |
| Participation rate | 46.2% | 63.9%-17.8pp | 55.6%-9.5pp | 80.0%-33.8pp |
| Annual return | 26.07% | 219.11%-193.0pp | 302.12%-276.1pp | 220.34%-194.3pp |
| Employer contribution / active EE | $3 | $1,163-99.7% | $914-99.7% | $4,156-99.9% |
| Participant deferral / active EE | $644 | $2,288-71.9% | $1,790-64.0% | $6,407-90.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |