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 | $222,529 | $150,447+47.9% | $136,298+63.3% | $147,586+50.8% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 12.33% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,942 | $5,256-44.0% | $4,696-37.3% | $4,876-39.7% |
| Participant deferral / active EE | $9,295 | $6,631+40.2% | $6,247+48.8% | $5,439+70.9% |
| Admin fee / account holder | $16 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |