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 | $17,967 | $97,125-81.5% | $86,233-79.2% | $137,256-86.9% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.0%-46.8pp | 80.0%-57.7pp |
| Annual return | 1469.68% | 74.19%+1395.5pp | 61.39%+1408.3pp | 220.34%+1249.3pp |
| Employer contribution / active EE | $1,524 | $2,841-46.4% | $2,504-39.1% | $4,156-63.3% |
| Participant deferral / active EE | $2,125 | $5,180-59.0% | $4,559-53.4% | $6,407-66.8% |
| Admin fee / account holder | $93 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |