Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,592 | $99,031-85.3% | $86,597-83.1% | $147,585-90.1% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 14.13% | 1312.56%-1298.4pp | 964.96%-950.8pp | 578.57%-564.4pp |
| Employer contribution / active EE | $563 | $3,132-82.0% | $2,840-80.2% | $4,876-88.5% |
| Participant deferral / active EE | $1,177 | $3,972-70.4% | $3,609-67.4% | $5,439-78.4% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |