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 | $249,939 | $92,684+169.7% | $82,706+202.2% | $134,509+85.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.31% | 945.84%-960.1pp | 701.76%-716.1pp | 418.13%-432.4pp |
| Employer contribution / active EE | $2,373 | $3,272-27.5% | $3,007-21.1% | $4,741-49.9% |
| Participant deferral / active EE | $5,244 | $4,800+9.3% | $4,394+19.4% | $6,400-18.1% |
| Admin fee / account holder | $215 | $5,982-96.4% | $5,329-96.0% | $11,427-98.1% |