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 | $122,791 | $72,446+69.5% | $67,561+81.7% | $145,877-15.8% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 10.48% | 7211.98%-7201.5pp | 3525.44%-3515.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $4,722 | $3,072+53.7% | $2,735+72.7% | $4,663+1.3% |
| Participant deferral / active EE | $385 | $4,785-92.0% | $4,003-90.4% | $6,691-94.3% |
| Admin fee / account holder | $297 | $5,541-94.6% | $4,006-92.6% | $13,402-97.8% |