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 | $192,979 | $138,114+39.7% | $125,391+53.9% | $134,545+43.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.09% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,509 | $5,246-71.2% | $4,816-68.7% | $4,742-68.2% |
| Participant deferral / active EE | $13,393 | $7,801+71.7% | $7,448+79.8% | $6,401+109.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |