Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,914 | $209,888-74.3% | $189,545-71.6% | $167,553-67.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 14.75% | 748.66%-733.9pp | 555.36%-540.6pp | 478.89%-464.1pp |
| Employer contribution / active EE | $3,254 | $6,915-52.9% | $6,162-47.2% | $4,840-32.8% |
| Participant deferral / active EE | $15,489 | $8,934+73.4% | $8,220+88.4% | $6,343+144.2% |
| Admin fee / account holder | $20 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |