Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $48,682 | $76,608-36.5% | $56,077-13.2% | $145,877-66.6% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 14.93% | 3009.59%-2994.7pp | 1709.28%-1694.4pp | 551.28%-536.4pp |
| Employer contribution / active EE | $273 | $1,382-80.3% | $1,040-73.8% | $4,663-94.1% |
| Participant deferral / active EE | $2,565 | $2,624-2.3% | $1,954+31.3% | $6,691-61.7% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |