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 | $48,018 | $95,979-50.0% | $74,551-35.6% | $135,380-64.5% |
| Participation rate | 61.9% | 75.7%-13.7pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -5.35% | 56.97%-62.3pp | 32.53%-37.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,836 | $2,716-32.4% | $1,961-6.4% | $4,779-61.6% |
| Participant deferral / active EE | $3,524 | $3,844-8.3% | $3,108+13.4% | $5,609-37.2% |
| Admin fee / account holder | $165 | $6,522-97.5% | $5,059-96.7% | $10,828-98.5% |