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 | $73,014 | $114,130-36.0% | $96,192-24.1% | $167,553-56.4% |
| Participation rate | 31.3% | 75.1%-43.8pp | 68.4%-37.2pp | 82.1%-50.9pp |
| Annual return | 8.53% | 190.07%-181.5pp | 192.09%-183.6pp | 478.89%-470.4pp |
| Employer contribution / active EE | $1,960 | $3,431-42.9% | $2,799-30.0% | $4,840-59.5% |
| Participant deferral / active EE | $3,158 | $5,198-39.3% | $4,351-27.4% | $6,343-50.2% |
| Admin fee / account holder | $16 | $6,901-99.8% | $5,539-99.7% | $12,316-99.9% |