Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,349 | $109,967-92.4% | $97,197-91.4% | $145,877-94.3% |
| Participation rate | 60.9% | 76.0%-15.1pp | 72.7%-11.8pp | 80.3%-19.4pp |
| Annual return | 161.74% | 244.27%-82.5pp | 75.47%+86.3pp | 551.28%-389.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $672 | $4,676-85.6% | $4,263-84.2% | $6,691-90.0% |
| Admin fee / account holder | $95 | $6,199-98.5% | $5,637-98.3% | $13,402-99.3% |