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 | $207,301 | $150,446+37.8% | $136,297+52.1% | $147,585+40.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 22.13% | 1049.14%-1027.0pp | 5156.19%-5134.1pp | 578.58%-556.5pp |
| Employer contribution / active EE | $1,859 | $5,256-64.6% | $4,696-60.4% | $4,876-61.9% |
| Participant deferral / active EE | $4,390 | $6,631-33.8% | $6,247-29.7% | $5,439-19.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |