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 | $42,866 | $167,352-74.4% | $143,788-70.2% | $134,509-68.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -17.89% | 0.47%-18.4pp | -0.03%-17.9pp | 418.13%-436.0pp |
| Employer contribution / active EE | $1,738 | $5,620-69.1% | $4,952-64.9% | $4,741-63.3% |
| Participant deferral / active EE | $4,003 | $6,447-37.9% | $5,638-29.0% | $6,400-37.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |