Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,135 | $133,981-64.8% | $112,249-58.0% | $134,532-65.0% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -18.78% | 47.16%-65.9pp | 27.48%-46.3pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,206 | $4,040-70.2% | $3,636-66.8% | $4,741-74.6% |
| Participant deferral / active EE | $5,005 | $5,292-5.4% | $4,729+5.8% | $6,401-21.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |