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 | $231,617 | $67,823+241.5% | $52,425+341.8% | $137,256+68.7% |
| Participation rate | 6.7% | 63.9%-57.2pp | 55.6%-49.0pp | 80.0%-73.3pp |
| Annual return | 198.23% | 219.11%-20.9pp | 302.12%-103.9pp | 220.34%-22.1pp |
| Employer contribution / active EE | $32 | $1,163-97.2% | $914-96.5% | $4,156-99.2% |
| Participant deferral / active EE | $400 | $2,288-82.5% | $1,790-77.7% | $6,407-93.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |