Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $77,259 | $72,396+6.7% | $67,511+14.4% | $145,959-47.1% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 23.74% | 7194.07%-7170.3pp | 3517.41%-3493.7pp | 561.95%-538.2pp |
| Employer contribution / active EE | $2,656 | $3,071-13.5% | $2,733-2.8% | $4,661-43.0% |
| Participant deferral / active EE | $5,776 | $4,781+20.8% | $4,000+44.4% | $6,689-13.6% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |