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 | $118,955 | $72,071+65.1% | $68,368+74.0% | $137,256-13.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 83.53% | 353.14%-269.6pp | 292.57%-209.0pp | 220.34%-136.8pp |
| Employer contribution / active EE | $1,205 | $2,788-56.8% | $2,649-54.5% | $4,156-71.0% |
| Participant deferral / active EE | $2,435 | $4,410-44.8% | $4,123-40.9% | $6,407-62.0% |
| Admin fee / account holder | $54 | $5,336-99.0% | $5,150-98.9% | $12,270-99.6% |