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 | $105,615 | $106,008-0.4% | $92,240+14.5% | $147,586-28.4% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 12.98% | 50.05%-37.1pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,313 | $4,478-26.0% | $3,897-15.0% | $5,439-39.1% |
| Admin fee / account holder | $153 | $6,333-97.6% | $5,194-97.1% | $10,886-98.6% |