Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $152,215 | $180,749-15.8% | $160,784-5.3% | $137,256+10.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 18.31% | 2234.46%-2216.2pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $11,919 | $4,155+186.8% | $3,733+219.3% | $4,156+186.8% |
| Participant deferral / active EE | $8,284 | $6,844+21.0% | $6,293+31.6% | $6,407+29.3% |
| Admin fee / account holder | $242 | $10,397-97.7% | $9,717-97.5% | $12,270-98.0% |