Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,672 | $92,766-75.6% | $82,763-72.6% | $134,545-83.1% |
| Participation rate | 56.3% | 75.2%-19.0pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -19.94% | 946.97%-966.9pp | 702.45%-722.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,278 | $3,273-61.0% | $3,008-57.5% | $4,742-73.1% |
| Participant deferral / active EE | $2,267 | $4,802-52.8% | $4,395-48.4% | $6,401-64.6% |
| Admin fee / account holder | $245 | $5,978-95.9% | $5,325-95.4% | $11,431-97.9% |