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 | $63,639 | $72,446-12.2% | $67,561-5.8% | $145,877-56.4% |
| Participation rate | 55.0% | 76.9%-21.9pp | 72.9%-17.9pp | 80.3%-25.3pp |
| Annual return | 15.77% | 7211.98%-7196.2pp | 3525.44%-3509.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,737 | $3,072-43.5% | $2,735-36.5% | $4,663-62.8% |
| Participant deferral / active EE | $7,680 | $4,785+60.5% | $4,003+91.9% | $6,691+14.8% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |