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 | $44,261 | $97,732-54.7% | $83,831-47.2% | $135,380-67.3% |
| Participation rate | 38.5% | 80.0%-41.5pp | 76.1%-37.7pp | 82.6%-44.2pp |
| Annual return | -8.64% | 1287.56%-1296.2pp | 850.99%-859.6pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,017 | $4,222-75.9% | $3,631-72.0% | $4,779-78.7% |
| Participant deferral / active EE | $5,598 | $4,683+19.5% | $4,082+37.1% | $5,609-0.2% |
| Admin fee / account holder | $50 | $6,675-99.3% | $5,479-99.1% | $10,828-99.5% |