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 | $101,882 | $96,388+5.7% | $80,627+26.4% | $139,466-26.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 53.39% | 1352.08%-1298.7pp | 936.76%-883.4pp | 373.66%-320.3pp |
| Employer contribution / active EE | $2,020 | $3,260-38.0% | $2,723-25.8% | $4,754-57.5% |
| Participant deferral / active EE | $6,088 | $5,224+16.5% | $4,443+37.0% | $6,712-9.3% |
| Admin fee / account holder | $29 | $6,603-99.6% | $5,381-99.5% | $11,409-99.7% |