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 | $33,715 | $102,385-67.1% | $147,080-77.1% | $80,935-58.3% |
| Participation rate | 24.4% | 75.9%-51.5pp | 82.2%-57.8pp | 67.7%-43.3pp |
| Annual return | 16.33% | 135.09%-118.8pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,308 | $6,651-65.3% | $8,066-71.4% | $4,299-46.3% |
| Admin fee / account holder | $277 | $7,951-96.5% | $12,989-97.9% | $6,924-96.0% |