Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $74,017 | $76,522-3.3% | $56,033+32.1% | $145,884-49.3% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 12.95% | 3014.28%-3001.3pp | 1711.38%-1698.4pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,009 | $1,382-27.0% | $1,041-3.0% | $4,662-78.4% |
| Participant deferral / active EE | $3,712 | $2,624+41.5% | $1,954+90.0% | $6,690-44.5% |
| Admin fee / account holder | $6 | $3,328-99.8% | $2,827-99.8% | $13,392-100.0% |