Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,907 | $110,410-70.2% | $102,437-67.9% | $145,897-77.4% |
| Participation rate | 31.8% | 77.9%-46.1pp | 74.5%-42.7pp | 80.3%-48.5pp |
| Annual return | 12.93% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,483 | $5,622-73.6% | $5,060-70.7% | $6,689-77.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |