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 | $44,904 | $65,453-31.4% | $86,698-48.2% | $66,938-32.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 76.6%-26.6pp | 69.8%-19.8pp |
| Annual return | -12.14% | -10.89%-1.3pp | 35.95%-48.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,843 | $2,154-14.4% | $2,837-35.0% | $2,545-27.6% |
| Participant deferral / active EE | $2,566 | $4,102-37.4% | $4,656-44.9% | $4,238-39.5% |
| Admin fee / account holder | $91 | $642-85.8% | $7,493-98.8% | $594-84.6% |