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 | $47,144 | $96,361-51.1% | $80,607-41.5% | $139,456-66.2% |
| Participation rate | 10.0% | 73.6%-63.6pp | 67.0%-57.0pp | 80.3%-70.3pp |
| Annual return | 18.09% | 1350.95%-1332.9pp | 936.11%-918.0pp | 373.45%-355.4pp |
| Employer contribution / active EE | $482 | $3,262-85.2% | $2,724-82.3% | $4,753-89.9% |
| Participant deferral / active EE | $642 | $5,232-87.7% | $4,448-85.6% | $6,711-90.4% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |