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 | $49,941 | $58,292-14.3% | $86,640-42.4% | $71,511-30.2% |
| Participation rate | 20.7% | 65.0%-44.3pp | 71.7%-51.0pp | 67.9%-47.2pp |
| Annual return | 151.71% | 21.63%+130.1pp | 592.52%-440.8pp | 28.86%+122.9pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,339 | $3,438-32.0% | $4,438-47.3% | $4,291-45.5% |
| Admin fee / account holder | $59 | $1,057-94.4% | $5,616-99.0% | $1,588-96.3% |