Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,267 | $72,403-87.2% | $67,524-86.3% | $145,978-93.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 13.41% | 7197.23%-7183.8pp | 3519.41%-3506.0pp | 550.52%-537.1pp |
| Employer contribution / active EE | $439 | $3,072-85.7% | $2,734-83.9% | $4,662-90.6% |
| Participant deferral / active EE | $643 | $4,782-86.6% | $4,001-83.9% | $6,690-90.4% |
| Admin fee / account holder | $76 | $5,541-98.6% | $4,001-98.1% | $13,400-99.4% |