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 | $142,826 | $88,702+61.0% | $81,780+74.6% | $145,978-2.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 0.00% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,268 | $3,084-58.9% | $2,914-56.5% | $4,662-72.8% |
| Participant deferral / active EE | $8,710 | $4,645+87.5% | $4,321+101.6% | $6,690+30.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |