Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $126,978 | $76,785+65.4% | $56,441+125.0% | $145,959-13.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.97% | 3000.51%-2987.5pp | 1704.21%-1691.2pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,240 | $1,381+134.7% | $1,039+211.8% | $4,661-30.5% |
| Participant deferral / active EE | $5,400 | $2,624+105.8% | $1,953+176.5% | $6,689-19.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |