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 | $51,463 | $92,743-44.5% | $82,744-37.8% | $134,532-61.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -17.79% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $405 | $3,273-87.6% | $3,008-86.6% | $4,741-91.5% |
| Participant deferral / active EE | $1,972 | $4,802-58.9% | $4,395-55.1% | $6,401-69.2% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |