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 | $203,620 | $180,462+12.8% | $154,111+32.1% | $135,379+50.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.10% | 888.17%-893.3pp | 735.18%-740.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $12,123 | $6,036+100.9% | $5,298+128.8% | $4,779+153.7% |
| Participant deferral / active EE | $8,278 | $5,806+42.6% | $5,081+62.9% | $5,609+47.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |