Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,715 | $154,209-85.9% | $130,062-83.3% | $139,487-84.4% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.5%-47.7pp | 80.3%-49.6pp |
| Annual return | 26.87% | 32.52%-5.6pp | -137.37%+164.2pp | 373.84%-347.0pp |
| Employer contribution / active EE | $1,251 | $5,292-76.4% | $4,322-71.1% | $4,755-73.7% |
| Participant deferral / active EE | $1,749 | $6,709-73.9% | $5,821-69.9% | $6,713-73.9% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |