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 | $30,810 | $108,882-71.7% | $96,754-68.2% | $154,746-80.1% |
| Participation rate | 16.7% | 75.1%-58.4pp | 70.3%-53.6pp | 80.7%-64.0pp |
| Annual return | 16.51% | 98.39%-81.9pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $480 | $3,018-84.1% | $2,679-82.1% | $4,379-89.0% |
| Participant deferral / active EE | $480 | $5,323-91.0% | $4,758-89.9% | $6,730-92.9% |
| Admin fee / account holder | $116 | $10,200-98.9% | $8,905-98.7% | $14,365-99.2% |