Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $129,673 | $96,678+34.1% | $86,640+49.7% | $139,466-7.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 33.22% | 106.69%-73.5pp | 592.52%-559.3pp | 373.66%-340.4pp |
| Employer contribution / active EE | $1,874 | $3,265-42.6% | $3,024-38.0% | $4,754-60.6% |
| Participant deferral / active EE | $794 | $4,837-83.6% | $4,438-82.1% | $6,712-88.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |