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 | $31,417 | $52,519-40.2% | $155,789-79.8% | $59,633-47.3% |
| Participation rate | 24.0% | 61.7%-37.7pp | 76.1%-52.1pp | 68.7%-44.7pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $386 | $1,589-75.7% | $3,839-89.9% | $2,203-82.5% |
| Participant deferral / active EE | $833 | $3,084-73.0% | $4,798-82.6% | $3,192-73.9% |
| Admin fee / account holder | $113 | $3,540-96.8% | $7,477-98.5% | $4,297-97.4% |