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 | $27,428 | $67,823-59.6% | $52,425-47.7% | $137,256-80.0% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 17.92% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $14 | $1,163-98.8% | $914-98.4% | $4,156-99.7% |
| Participant deferral / active EE | $22 | $2,288-99.1% | $1,790-98.8% | $6,407-99.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |