Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,778 | $88,778-72.1% | $81,844-69.7% | $145,884-83.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 15.73% | 1033.03%-1017.3pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $390 | $3,087-87.4% | $2,916-86.6% | $4,662-91.6% |
| Participant deferral / active EE | $662 | $4,648-85.8% | $4,323-84.7% | $6,690-90.1% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |