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 | $1,487 | $24,618-94.0% | $71,585-97.9% | $82,637-98.2% |
| Participation rate | 66.7% | 68.2%-1.5pp | 68.2%-1.5pp | 68.1%-1.4pp |
| Annual return | 0.00% | 93.17%-93.2pp | 59.26%-59.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $443 | $852-48.0% | $1,669-73.4% | $2,552-82.6% |
| Participant deferral / active EE | $824 | $1,720-52.1% | $2,923-71.8% | $4,126-80.0% |
| Admin fee / account holder | $43 | $3,285-98.7% | $4,712-99.1% | $7,339-99.4% |