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 | $15,738 | $88,585-82.2% | $69,884-77.5% | $134,532-88.3% |
| Participation rate | 41.7% | 74.9%-33.2pp | 70.5%-28.8pp | 81.2%-39.6pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $950 | $3,235-70.6% | $2,560-62.9% | $4,741-80.0% |
| Participant deferral / active EE | $1,822 | $4,770-61.8% | $3,848-52.7% | $6,401-71.5% |
| Admin fee / account holder | $130 | $10,441-98.8% | $6,266-97.9% | $11,429-98.9% |