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 | $9,955 | $169,336-94.1% | $129,384-92.3% | $145,884-93.2% |
| Participation rate | 19.0% | 76.5%-57.4pp | 69.6%-50.6pp | 80.3%-61.3pp |
| Annual return | 10.74% | 14408.70%-14398.0pp | 9461.77%-9451.0pp | 551.85%-541.1pp |
| Employer contribution / active EE | $247 | $5,540-95.5% | $4,153-94.0% | $4,662-94.7% |
| Participant deferral / active EE | $747 | $4,985-85.0% | $4,166-82.1% | $6,690-88.8% |
| Admin fee / account holder | $128 | $9,912-98.7% | $7,686-98.3% | $13,392-99.0% |