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 | $40,958 | $78,694-48.0% | $67,652-39.5% | $125,389-67.3% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -0.12% | 9.46%-9.6pp | 6625.40%-6625.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,630 | $3,044+19.3% | $2,266+60.2% | $4,866-25.4% |
| Participant deferral / active EE | $6,174 | $4,292+43.8% | $3,560+73.4% | $5,352+15.4% |
| Admin fee / account holder | $23 | $7,403-99.7% | $4,821-99.5% | $9,541-99.8% |