Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,065 | $90,691-85.6% | $76,119-82.8% | $145,884-91.0% |
| Participation rate | 26.3% | 74.5%-48.2pp | 69.1%-42.8pp | 80.3%-54.0pp |
| Annual return | 11.79% | 624.52%-612.7pp | 361.25%-349.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $925 | $5,167-82.1% | $4,259-78.3% | $6,690-86.2% |
| Admin fee / account holder | $153 | $8,383-98.2% | $6,421-97.6% | $13,392-98.9% |