Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,699 | $82,314-17.8% | $68,808-1.6% | $134,532-49.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -19.44% | -2.18%-17.3pp | -6.37%-13.1pp | 418.27%-437.7pp |
| Employer contribution / active EE | $5,881 | $3,301+78.2% | $2,656+121.5% | $4,741+24.1% |
| Participant deferral / active EE | $9,150 | $4,740+93.1% | $3,942+132.1% | $6,401+42.9% |
| Admin fee / account holder | $268 | $6,484-95.9% | $4,936-94.6% | $11,429-97.7% |