Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,344 | $93,098-9.4% | $77,081+9.4% | $134,509-37.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.26% | 62.63%-80.9pp | 42.33%-60.6pp | 418.13%-436.4pp |
| Employer contribution / active EE | $11,766 | $3,419+244.1% | $2,813+318.2% | $4,741+148.2% |
| Participant deferral / active EE | $25,382 | $5,239+384.4% | $4,428+473.2% | $6,400+296.6% |
| Admin fee / account holder | $274 | $6,945-96.1% | $5,427-95.0% | $11,427-97.6% |