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 | $124,452 | $106,008+17.4% | $92,240+34.9% | $147,586-15.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 14.57% | 50.05%-35.5pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $5,997 | $4,333+38.4% | $3,680+63.0% | $4,876+23.0% |
| Participant deferral / active EE | $14,301 | $4,478+219.3% | $3,897+267.0% | $5,439+163.0% |
| Admin fee / account holder | $254 | $6,333-96.0% | $5,194-95.1% | $10,886-97.7% |