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 | $18,979 | $72,446-73.8% | $67,561-71.9% | $145,877-87.0% |
| Participation rate | 10.0% | 76.9%-66.9pp | 72.9%-62.9pp | 80.3%-70.3pp |
| Annual return | 66.39% | 7211.98%-7145.6pp | 3525.44%-3459.1pp | 551.28%-484.9pp |
| Employer contribution / active EE | $578 | $3,072-81.2% | $2,735-78.9% | $4,663-87.6% |
| Participant deferral / active EE | $861 | $4,785-82.0% | $4,003-78.5% | $6,691-87.1% |
| Admin fee / account holder | $101 | $5,541-98.2% | $4,006-97.5% | $13,402-99.2% |