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 | $93,354 | $75,832+23.1% | $147,618-36.8% | $59,633+56.5% |
| Participation rate | 31.7% | 71.6%-39.9pp | 84.6%-52.9pp | 68.7%-37.0pp |
| Annual return | -0.90% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $502 | $3,485-85.6% | $5,565-91.0% | $2,203-77.2% |
| Participant deferral / active EE | $3,326 | $3,131+6.3% | $4,895-32.1% | $3,192+4.2% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |