Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,518 | $102,978-76.2% | $90,287-72.8% | $152,870-84.0% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.4%-13.7pp |
| Annual return | 24.02% | 95.17%-71.1pp | 78.10%-54.1pp | 345.34%-321.3pp |
| Employer contribution / active EE | $773 | $3,139-75.4% | $2,855-72.9% | $4,763-83.8% |
| Participant deferral / active EE | $4,262 | $4,281-0.4% | $3,885+9.7% | $5,850-27.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |