Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,929 | $149,040-86.0% | $120,225-82.6% | $137,256-84.8% |
| Participation rate | 9.1% | 75.4%-66.3pp | 69.6%-60.5pp | 80.0%-70.9pp |
| Annual return | 22.98% | 605.68%-582.7pp | 439.23%-416.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $457 | $4,655-90.2% | $3,999-88.6% | $6,407-92.9% |
| Admin fee / account holder | $33 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |