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 | $56,377 | $99,017-43.1% | $86,587-34.9% | $147,585-61.8% |
| Participation rate | 40.9% | 76.3%-35.4pp | 73.5%-32.6pp | 82.8%-41.9pp |
| Annual return | 22.74% | 1312.37%-1289.6pp | 964.86%-942.1pp | 578.56%-555.8pp |
| Employer contribution / active EE | $674 | $3,132-78.5% | $2,839-76.3% | $4,876-86.2% |
| Participant deferral / active EE | $2,696 | $3,972-32.1% | $3,609-25.3% | $5,439-50.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |