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 | $35,468 | $32,117+10.4% | $71,086-50.1% | $64,173-44.7% |
| Participation rate | 18.4% | 42.7%-24.3pp | 54.7%-36.3pp | 69.6%-51.2pp |
| Annual return | -7.29% | -5.57%-1.7pp | 650.59%-657.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $643 | $712-9.7% | $1,088-40.8% | $2,381-73.0% |
| Participant deferral / active EE | $1,252 | $1,263-0.8% | $1,874-33.2% | $3,470-63.9% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,887-99.7% |