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 | $43,480 | $39,798+9.3% | $67,704-35.8% | $59,633-27.1% |
| Participation rate | 65.5% | 57.4%+8.1pp | 67.5%-2.0pp | 68.7%-3.2pp |
| Annual return | -1.46% | 89.94%-91.4pp | 25.41%-26.9pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $636 | $1,393-54.3% | $2,559-75.1% | $2,203-71.1% |
| Participant deferral / active EE | $2,451 | $2,335+5.0% | $3,585-31.6% | $3,192-23.2% |
| Admin fee / account holder | $35 | $3,212-98.9% | $4,255-99.2% | $4,297-99.2% |