Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,239 | $97,732-29.2% | $83,831-17.4% | $135,380-48.9% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -8.20% | 1287.56%-1295.8pp | 850.99%-859.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,639 | $4,222-13.8% | $3,631+0.2% | $4,779-23.8% |
| Participant deferral / active EE | $8,265 | $4,683+76.5% | $4,082+102.5% | $5,609+47.4% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |