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 | $72,238 | $54,368+32.9% | $117,039-38.3% | $62,293+16.0% |
| Participation rate | 1.7% | 64.9%-63.3pp | 77.2%-75.5pp | 69.5%-67.8pp |
| Annual return | 18.74% | 21.77%-3.0pp | 18.95%-0.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $169 | $2,269-92.5% | $3,929-95.7% | $3,169-94.7% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |