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 | $52,369 | $171,867-69.5% | $149,721-65.0% | $147,586-64.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 21.47% | 2113.36%-2091.9pp | 1501.67%-1480.2pp | 578.59%-557.1pp |
| Employer contribution / active EE | $12,000 | $6,275+91.2% | $5,444+120.4% | $4,876+146.1% |
| Participant deferral / active EE | $7,479 | $7,270+2.9% | $6,568+13.9% | $5,439+37.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |