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 | $119,733 | $95,915+24.8% | $79,580+50.5% | $134,532-11.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -15.94% | -2.71%-13.2pp | 0.15%-16.1pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,067 | $3,129-65.9% | $2,413-55.8% | $4,741-77.5% |
| Participant deferral / active EE | $4,225 | $4,693-10.0% | $3,985+6.0% | $6,401-34.0% |
| Admin fee / account holder | $50 | $9,132-99.5% | $6,835-99.3% | $11,429-99.6% |