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 | $82,236 | $84,527-2.7% | $67,711+21.5% | $125,393-34.4% |
| Participation rate | 63.6% | 74.8%-11.1pp | 67.5%-3.9pp | 83.2%-19.6pp |
| Annual return | -2.94% | 2.57%-5.5pp | 25.41%-28.4pp | 282.23%-285.2pp |
| Employer contribution / active EE | $1,260 | $3,292-61.7% | $2,559-50.8% | $4,866-74.1% |
| Participant deferral / active EE | $1,874 | $4,429-57.7% | $3,585-47.7% | $5,351-65.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |