Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,572 | $138,102-65.6% | $125,381-62.1% | $134,532-64.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -16.98% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,006 | $5,245-61.8% | $4,815-58.3% | $4,741-57.7% |
| Participant deferral / active EE | $4,598 | $7,801-41.1% | $7,448-38.3% | $6,401-28.2% |
| Admin fee / account holder | $205 | $11,568-98.2% | $10,007-98.0% | $11,429-98.2% |