Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,637 | $27,639-50.7% | $61,501-77.8% | $68,490-80.1% |
| Participation rate | 14.7% | 39.5%-24.8pp | 52.6%-37.9pp | 67.9%-53.2pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $331 | $696-52.5% | $1,160-71.5% | $2,597-87.3% |
| Participant deferral / active EE | $1,679 | $1,264+32.9% | $2,125-21.0% | $4,028-58.3% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |