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 | $69,723 | $100,911-30.9% | $90,440-22.9% | $158,966-56.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 17.43% | 1726.62%-1709.2pp | 1294.38%-1276.9pp | 302.95%-285.5pp |
| Employer contribution / active EE | $512 | $3,690-86.1% | $3,263-84.3% | $4,762-89.2% |
| Participant deferral / active EE | $586 | $4,348-86.5% | $3,964-85.2% | $5,983-90.2% |
| Admin fee / account holder | $251 | $6,507-96.1% | $5,615-95.5% | $11,250-97.8% |