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 | $121,338 | $105,861+14.6% | $90,756+33.7% | $134,509-9.8% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -18.48% | -10.99%-7.5pp | -12.16%-6.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,978 | $3,463-42.9% | $2,922-32.3% | $4,741-58.3% |
| Participant deferral / active EE | $3,689 | $5,217-29.3% | $4,565-19.2% | $6,400-42.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |