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 | $25,791 | $31,105-17.1% | $53,647-51.9% | $64,097-59.8% |
| Participation rate | 1.8% | 30.7%-28.9pp | 56.3%-54.5pp | 55.2%-53.4pp |
| Annual return | 34.05% | 22.54%+11.5pp | 358.33%-324.3pp | 34.64%-0.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $312 | $896-65.2% | $1,813-82.8% | $3,080-89.9% |
| Admin fee / account holder | $63 | $2,195-97.2% | $2,460-97.5% | $3,454-98.2% |