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 | $1,817 | $29,716-93.9% | $56,077-96.8% | $80,925-97.8% |
| Participation rate | 44.4% | 41.7%+2.7pp | 52.5%-8.1pp | 67.7%-23.2pp |
| Annual return | 13.97% | 35.30%-21.3pp | 1709.28%-1695.3pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $398 | $1,228-67.6% | $1,954-79.6% | $4,299-90.7% |
| Admin fee / account holder | $154 | $2,432-93.7% | $2,825-94.5% | $6,940-97.8% |