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 | $39,447 | $152,597-74.1% | $117,533-66.4% | $134,532-70.7% |
| Participation rate | 63.6% | 77.1%-13.5pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | -15.80% | 53.04%-68.8pp | 29.77%-45.6pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,545 | $5,576-72.3% | $4,179-63.0% | $4,741-67.4% |
| Participant deferral / active EE | $4,512 | $4,821-6.4% | $4,072+10.8% | $6,401-29.5% |
| Admin fee / account holder | $295 | $7,007-95.8% | $5,647-94.8% | $11,429-97.4% |