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 | $79,235 | $95,979-17.4% | $74,551+6.3% | $135,380-41.5% |
| Participation rate | 13.6% | 75.7%-62.0pp | 69.1%-55.5pp | 82.6%-69.0pp |
| Annual return | -4.69% | 56.97%-61.7pp | 32.53%-37.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $548 | $2,716-79.8% | $1,961-72.0% | $4,779-88.5% |
| Participant deferral / active EE | $1,746 | $3,844-54.6% | $3,108-43.8% | $5,609-68.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |