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 | $75,973 | $150,447-49.5% | $136,298-44.3% | $147,586-48.5% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 18.91% | 1049.15%-1030.2pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,459 | $6,631-32.7% | $6,247-28.6% | $5,439-18.0% |
| Admin fee / account holder | $74 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |