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 | $35,828 | $104,116-65.6% | $71,089-49.6% | $135,380-73.5% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -5.46% | 1256.51%-1262.0pp | 650.65%-656.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $496 | $1,485-66.6% | $1,088-54.4% | $4,779-89.6% |
| Participant deferral / active EE | $2,326 | $2,524-7.8% | $1,873+24.2% | $5,609-58.5% |
| Admin fee / account holder | $198 | $4,142-95.2% | $3,082-93.6% | $10,828-98.2% |