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 | $70,334 | $96,123-26.8% | $77,361-9.1% | $198,609-64.6% |
| Participation rate | 23.5% | 81.1%-57.6pp | 75.0%-51.4pp | 82.4%-58.8pp |
| Annual return | 18.24% | 2054.81%-2036.6pp | 1011.54%-993.3pp | 202.70%-184.5pp |
| Employer contribution / active EE | $932 | $3,791-75.4% | $2,990-68.8% | $5,055-81.6% |
| Participant deferral / active EE | $1,303 | $4,975-73.8% | $3,911-66.7% | $6,977-81.3% |
| Admin fee / account holder | $20 | $9,471-99.8% | $5,894-99.7% | $19,030-99.9% |