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 | $21,107 | $28,624-26.3% | $53,647-60.7% | $82,637-74.5% |
| Participation rate | 0.0% | 47.3%-47.3pp | 56.3%-56.3pp | 68.1%-68.1pp |
| Annual return | 17.98% | 664.98%-647.0pp | 358.33%-340.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,460 | $637+129.4% | $962+51.8% | $2,552-42.8% |
| Participant deferral / active EE | $2,085 | $1,196+74.3% | $1,813+15.0% | $4,126-49.5% |
| Admin fee / account holder | $114 | $2,022-94.4% | $2,460-95.4% | $7,339-98.4% |