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 | $133,457 | $99,031+34.8% | $86,597+54.1% | $147,585-9.6% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 21.82% | 1312.56%-1290.7pp | 964.96%-943.1pp | 578.57%-556.8pp |
| Employer contribution / active EE | $827 | $3,132-73.6% | $2,840-70.9% | $4,876-83.0% |
| Participant deferral / active EE | $3,257 | $3,972-18.0% | $3,609-9.8% | $5,439-40.1% |
| Admin fee / account holder | $154 | $5,711-97.3% | $4,906-96.9% | $10,885-98.6% |