Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,034 | $109,863-65.4% | $98,477-61.4% | $167,518-77.3% |
| Participation rate | 10.0% | 75.8%-65.8pp | 73.3%-63.3pp | 82.1%-72.1pp |
| Annual return | 14.50% | 1958.09%-1943.6pp | 1493.59%-1479.1pp | 478.71%-464.2pp |
| Employer contribution / active EE | $325 | $3,225-89.9% | $2,961-89.0% | $4,838-93.3% |
| Participant deferral / active EE | $406 | $4,673-91.3% | $4,276-90.5% | $6,342-93.6% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |