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 | $97,888 | $142,409-31.3% | $119,634-18.2% | $134,545-27.2% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -13.30% | -12.46%-0.8pp | -14.98%+1.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,108 | $5,224-78.8% | $4,232-73.8% | $4,742-76.6% |
| Participant deferral / active EE | $2,293 | $6,468-64.5% | $5,601-59.1% | $6,401-64.2% |
| Admin fee / account holder | $33 | $13,594-99.8% | $10,329-99.7% | $11,431-99.7% |