Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,828 | $92,743-63.5% | $82,744-59.1% | $134,532-74.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.10% | 946.63%-964.7pp | 702.22%-720.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,813 | $3,273-44.6% | $3,008-39.7% | $4,741-61.8% |
| Participant deferral / active EE | $5,755 | $4,802+19.9% | $4,395+31.0% | $6,401-10.1% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |