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 | $3,656 | $76,608-95.2% | $56,077-93.5% | $145,877-97.5% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 12.94% | 3009.59%-2996.6pp | 1709.28%-1696.3pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $780 | $2,624-70.3% | $1,954-60.1% | $6,691-88.3% |
| Admin fee / account holder | $98 | $3,325-97.0% | $2,825-96.5% | $13,402-99.3% |