Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,116 | $29,667-49.0% | $56,441-73.2% | $80,874-81.3% |
| Participation rate | 36.2% | 41.7%-5.4pp | 52.5%-16.3pp | 67.6%-31.4pp |
| Annual return | 15.56% | 35.22%-19.7pp | 1704.21%-1688.7pp | 35.62%-20.1pp |
| Employer contribution / active EE | $675 | $669+0.9% | $1,039-35.0% | $2,756-75.5% |
| Participant deferral / active EE | $1,429 | $1,227+16.5% | $1,953-26.8% | $4,297-66.7% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |