Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,469 | $29,319-71.1% | $52,425-83.8% | $82,448-89.7% |
| Participation rate | 6.0% | 46.9%-40.9pp | 55.6%-49.7pp | 68.1%-62.1pp |
| Annual return | 27.84% | 535.20%-507.4pp | 302.12%-274.3pp | 41.64%-13.8pp |
| Employer contribution / active EE | $72 | $586-87.7% | $914-92.1% | $2,551-97.2% |
| Participant deferral / active EE | $182 | $1,171-84.5% | $1,790-89.8% | $4,139-95.6% |
| Admin fee / account holder | $3 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |