Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,286 | $91,179-55.8% | $178,499-77.4% | $79,852-49.5% |
| Participation rate | 6.5% | 69.2%-62.8pp | 81.9%-75.5pp | 69.6%-63.2pp |
| Annual return | 13.54% | 24.19%-10.7pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $336 | $3,236-89.6% | $5,202-93.5% | $3,740-91.0% |
| Admin fee / account holder | $60 | $6,749-99.1% | $13,986-99.6% | $5,306-98.9% |