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 | $183,018 | $171,867+6.5% | $149,721+22.2% | $147,586+24.0% |
| Participation rate | 63.2% | 88.2%-25.0pp | 87.1%-23.9pp | 82.8%-19.7pp |
| Annual return | 17.39% | 2113.36%-2096.0pp | 1501.67%-1484.3pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,892 | $6,275-69.8% | $5,444-65.2% | $4,876-61.2% |
| Participant deferral / active EE | $4,459 | $7,270-38.7% | $6,568-32.1% | $5,439-18.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |