Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,144 | $29,716-42.3% | $56,077-69.4% | $80,925-78.8% |
| Participation rate | 6.3% | 41.7%-35.4pp | 52.5%-46.2pp | 67.7%-61.4pp |
| Annual return | 14.10% | 35.30%-21.2pp | 1709.28%-1695.2pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $642 | $1,228-47.8% | $1,954-67.2% | $4,299-85.1% |
| Admin fee / account holder | $50 | $2,432-98.0% | $2,825-98.2% | $6,940-99.3% |