Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,996 | $105,867-69.8% | $90,760-64.7% | $134,532-76.2% |
| Participation rate | 53.3% | 78.3%-24.9pp | 75.7%-22.4pp | 81.2%-27.9pp |
| Annual return | -20.12% | -10.99%-9.1pp | -12.16%-8.0pp | 418.27%-438.4pp |
| Employer contribution / active EE | $896 | $3,464-74.1% | $2,922-69.3% | $4,741-81.1% |
| Participant deferral / active EE | $2,916 | $5,217-44.1% | $4,565-36.1% | $6,401-54.4% |
| Admin fee / account holder | $266 | $13,936-98.1% | $8,444-96.9% | $11,429-97.7% |