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 | $78,995 | $95,979-17.7% | $74,551+6.0% | $135,380-41.6% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -6.32% | 56.97%-63.3pp | 32.53%-38.9pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,040 | $2,716-61.7% | $1,961-47.0% | $4,779-78.2% |
| Participant deferral / active EE | $6,167 | $3,844+60.4% | $3,108+98.4% | $5,609+9.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |