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 | $131,699 | $167,352-21.3% | $143,788-8.4% | $134,509-2.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.13% | 0.47%-18.6pp | -0.03%-18.1pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,301 | $5,620-76.9% | $4,952-73.7% | $4,741-72.6% |
| Participant deferral / active EE | $8,200 | $6,447+27.2% | $5,638+45.4% | $6,400+28.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |