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 | $68,839 | $106,008-35.1% | $92,240-25.4% | $147,586-53.4% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 10.24% | 50.05%-39.8pp | 176.29%-166.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $2,240 | $4,333-48.3% | $3,680-39.1% | $4,876-54.1% |
| Participant deferral / active EE | $5,598 | $4,478+25.0% | $3,897+43.7% | $5,439+2.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |