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 | $64,383 | $78,694-18.2% | $67,652-4.8% | $125,389-48.7% |
| Participation rate | 61.5% | 78.8%-17.3pp | 75.7%-14.1pp | 83.2%-21.7pp |
| Annual return | -2.50% | 9.46%-12.0pp | 6625.40%-6627.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $704 | $3,044-76.9% | $2,266-68.9% | $4,866-85.5% |
| Participant deferral / active EE | $1,801 | $4,292-58.0% | $3,560-49.4% | $5,352-66.4% |
| Admin fee / account holder | $263 | $7,403-96.4% | $4,821-94.5% | $9,541-97.2% |