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 | $127,760 | $114,130+11.9% | $96,192+32.8% | $167,553-23.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 16.25% | 190.07%-173.8pp | 192.09%-175.8pp | 478.89%-462.6pp |
| Employer contribution / active EE | $1,491 | $3,431-56.5% | $2,799-46.7% | $4,840-69.2% |
| Participant deferral / active EE | $3,241 | $5,198-37.7% | $4,351-25.5% | $6,343-48.9% |
| Admin fee / account holder | $233 | $6,901-96.6% | $5,539-95.8% | $12,316-98.1% |