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 | $50,615 | $138,114-63.4% | $125,391-59.6% | $134,545-62.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -9.11% | 750.88%-760.0pp | 572.41%-581.5pp | 418.37%-427.5pp |
| Employer contribution / active EE | $2,576 | $5,246-50.9% | $4,816-46.5% | $4,742-45.7% |
| Participant deferral / active EE | $7,202 | $7,801-7.7% | $7,448-3.3% | $6,401+12.5% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |