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 | $25,412 | $52,450-51.6% | $129,397-80.4% | $74,429-65.9% |
| Participation rate | 2.6% | 53.8%-51.2pp | 69.6%-67.0pp | 67.2%-64.6pp |
| Annual return | 13.12% | 15.65%-2.5pp | 9453.98%-9440.9pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $56 | $2,797-98.0% | $4,167-98.7% | $4,348-98.7% |
| Admin fee / account holder | $69 | $2,636-97.4% | $7,679-99.1% | $1,944-96.4% |