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 | $18,112 | $28,109-35.6% | $71,086-74.5% | $56,287-67.8% |
| Participation rate | 13.0% | 40.4%-27.4pp | 54.7%-41.7pp | 69.9%-56.9pp |
| Annual return | -7.72% | -615.05%+607.3pp | 650.59%-658.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $178 | $558-68.0% | $1,088-83.6% | $2,111-91.6% |
| Participant deferral / active EE | $555 | $1,116-50.2% | $1,874-70.4% | $3,350-83.4% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |