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 | $19,056 | $85,024-77.6% | $70,544-73.0% | $139,466-86.3% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,460 | $3,912-37.1% | $2,976-17.3% | $4,754-48.3% |
| Participant deferral / active EE | $4,723 | $5,891-19.8% | $4,568+3.4% | $6,712-29.6% |
| Admin fee / account holder | $284 | $8,928-96.8% | $6,427-95.6% | $11,409-97.5% |