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 | $21,657 | $154,159-86.0% | $130,026-83.3% | $139,456-84.5% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.1pp | 80.3%-35.9pp |
| Annual return | 89.02% | 32.50%+56.5pp | -137.26%+226.3pp | 373.45%-284.4pp |
| Employer contribution / active EE | $1,156 | $5,292-78.1% | $4,321-73.2% | $4,753-75.7% |
| Participant deferral / active EE | $3,928 | $6,710-41.5% | $5,821-32.5% | $6,711-41.5% |
| Admin fee / account holder | $13 | $14,001-99.9% | $10,608-99.9% | $11,407-99.9% |