Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,239 | $70,121-85.4% | $63,803-84.0% | $138,895-92.6% |
| Participation rate | 33.3% | 77.2%-43.9pp | 72.7%-39.4pp | 79.9%-46.6pp |
| Annual return | 25.69% | 946.48%-920.8pp | 543.72%-518.0pp | 145.39%-119.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,060 | $4,535-76.6% | $3,843-72.4% | $6,396-83.4% |
| Admin fee / account holder | $35 | $6,738-99.5% | $5,196-99.3% | $12,562-99.7% |