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 | $174,404 | $88,702+96.6% | $81,780+113.3% | $145,978+19.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.72% | 1029.12%-1014.4pp | 776.27%-761.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,915 | $3,084+26.9% | $2,914+34.4% | $4,662-16.0% |
| Participant deferral / active EE | $10,542 | $4,645+126.9% | $4,321+144.0% | $6,690+57.6% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |