Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $76,976 | $95,917-19.7% | $79,583-3.3% | $134,545-42.8% |
| Participation rate | 6.7% | 75.0%-68.4pp | 69.5%-62.8pp | 81.2%-74.6pp |
| Annual return | -20.43% | -2.70%-17.7pp | 0.16%-20.6pp | 418.37%-438.8pp |
| Employer contribution / active EE | $685 | $3,129-78.1% | $2,414-71.6% | $4,742-85.5% |
| Participant deferral / active EE | $1,285 | $4,694-72.6% | $3,986-67.8% | $6,401-79.9% |
| Admin fee / account holder | $286 | $9,132-96.9% | $6,835-95.8% | $11,431-97.5% |