Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,745 | $138,076-64.0% | $123,553-59.7% | $135,380-63.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.63% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,574 | $5,152-11.2% | $4,628-1.2% | $4,779-4.3% |
| Participant deferral / active EE | $9,284 | $6,800+36.5% | $6,426+44.5% | $5,609+65.5% |
| Admin fee / account holder | $134 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |