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 | $26,317 | $96,678-72.8% | $86,640-69.6% | $139,466-81.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.32% | 106.69%-94.4pp | 592.52%-580.2pp | 373.66%-361.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $450 | $4,837-90.7% | $4,438-89.9% | $6,712-93.3% |
| Admin fee / account holder | $279 | $6,410-95.6% | $5,616-95.0% | $11,409-97.6% |