Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,003 | $102,595-50.3% | $94,057-45.8% | $154,746-67.0% |
| Participation rate | 29.4% | 76.0%-46.6pp | 73.3%-43.9pp | 80.7%-51.3pp |
| Annual return | 16.31% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $462 | $3,147-85.3% | $2,933-84.2% | $4,379-89.4% |
| Participant deferral / active EE | $1,007 | $5,118-80.3% | $4,709-78.6% | $6,730-85.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |