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 | $52,703 | $99,011-46.8% | $86,582-39.1% | $147,586-64.3% |
| Participation rate | 41.2% | 76.3%-35.2pp | 73.5%-32.4pp | 82.8%-41.7pp |
| Annual return | 258.88% | 1312.75%-1053.9pp | 965.08%-706.2pp | 578.59%-319.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $308 | $3,972-92.2% | $3,609-91.5% | $5,439-94.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |