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 | $244,436 | $202,345+20.8% | $172,755+41.5% | $152,885+59.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.54% | 1029.77%-1004.2pp | 802.94%-777.4pp | 345.39%-319.8pp |
| Employer contribution / active EE | $2,790 | $5,858-52.4% | $5,144-45.8% | $4,763-41.4% |
| Participant deferral / active EE | $7,029 | $5,948+18.2% | $5,198+35.2% | $5,851+20.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |