Sign up free to preview peer percentile detail
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 | $23,168 | $90,614-74.4% | $76,089-69.6% | $145,877-84.1% |
| Participation rate | 31.6% | 74.5%-42.9pp | 69.1%-37.5pp | 80.3%-48.7pp |
| Annual return | 23.20% | 623.80%-600.6pp | 360.94%-337.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $1,060 | $3,324-68.1% | $2,690-60.6% | $4,663-77.3% |
| Participant deferral / active EE | $2,753 | $5,168-46.7% | $4,259-35.4% | $6,691-58.9% |
| Admin fee / account holder | $252 | $8,376-97.0% | $6,418-96.1% | $13,402-98.1% |