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 | $9,131 | $27,936-67.3% | $58,561-84.4% | $75,173-87.9% |
| Participation rate | 15.3% | 38.8%-23.6pp | 50.9%-35.6pp | 67.2%-51.9pp |
| Annual return | 24.11% | 44.21%-20.1pp | 4251.33%-4227.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $253 | $670-62.2% | $1,053-76.0% | $2,671-90.5% |
| Participant deferral / active EE | $431 | $1,202-64.2% | $1,923-77.6% | $4,126-89.6% |
| Admin fee / account holder | $108 | $1,727-93.7% | $2,520-95.7% | $5,651-98.1% |