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.
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 | $23,775 | $138,075-82.8% | $123,552-80.8% | $135,379-82.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.02% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,549 | $5,152-69.9% | $4,628-66.5% | $4,779-67.6% |
| Participant deferral / active EE | $1,549 | $6,800-77.2% | $6,426-75.9% | $5,609-72.4% |
| Admin fee / account holder | $116 | $10,917-98.9% | $9,285-98.7% | $10,828-98.9% |