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 | $116,148 | $99,011+17.3% | $86,582+34.1% | $147,586-21.3% |
| Participation rate | 11.1% | 76.3%-65.2pp | 73.5%-62.4pp | 82.8%-71.7pp |
| Annual return | 29.32% | 1312.75%-1283.4pp | 965.08%-935.8pp | 578.59%-549.3pp |
| Employer contribution / active EE | $1,160 | $3,132-63.0% | $2,839-59.1% | $4,876-76.2% |
| Participant deferral / active EE | $69 | $3,972-98.3% | $3,609-98.1% | $5,439-98.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |