Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,796 | $63,861-50.2% | $104,639-69.6% | $79,856-60.2% |
| Participation rate | 51.9% | 64.9%-13.0pp | 74.1%-22.1pp | 69.6%-17.7pp |
| Annual return | 906.59% | 21.30%+885.3pp | 340.67%+565.9pp | 31.71%+874.9pp |
| Employer contribution / active EE | $1,347 | $1,588-15.2% | $2,682-49.8% | $2,471-45.5% |
| Participant deferral / active EE | $2,209 | $2,693-18.0% | $3,738-40.9% | $3,741-41.0% |
| Admin fee / account holder | $139 | $4,185-96.7% | $6,465-97.8% | $5,306-97.4% |