Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,123 | $76,785-90.7% | $56,441-87.4% | $145,959-95.1% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 11.17% | 3000.51%-2989.3pp | 1704.21%-1693.0pp | 561.95%-550.8pp |
| Employer contribution / active EE | $128 | $1,381-90.7% | $1,039-87.7% | $4,661-97.2% |
| Participant deferral / active EE | $214 | $2,624-91.9% | $1,953-89.1% | $6,689-96.8% |
| Admin fee / account holder | $51 | $3,334-98.5% | $2,829-98.2% | $13,398-99.6% |