Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $208,529 | $190,916+9.2% | $160,037+30.3% | $134,545+55.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.34% | 552.79%-566.1pp | 408.95%-422.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $14,397 | $4,996+188.2% | $4,226+240.7% | $4,742+203.6% |
| Participant deferral / active EE | $6,833 | $6,925-1.3% | $6,184+10.5% | $6,401+6.7% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |