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 | $12,506 | $88,754-85.9% | $81,820-84.7% | $145,877-91.4% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 25.15% | 1031.77%-1006.6pp | 777.93%-752.8pp | 551.28%-526.1pp |
| Employer contribution / active EE | $1,152 | $3,085-62.7% | $2,915-60.5% | $4,663-75.3% |
| Participant deferral / active EE | $549 | $4,648-88.2% | $4,323-87.3% | $6,691-91.8% |
| Admin fee / account holder | $9 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |