Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,945 | $76,407-87.0% | $150,298-93.4% | $82,448-87.9% |
| Participation rate | 2.7% | 66.4%-63.7pp | 77.8%-75.0pp | 68.1%-65.3pp |
| Annual return | 30.39% | 39.99%-9.6pp | 62.79%-32.4pp | 41.64%-11.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $105 | $3,214-96.7% | $5,453-98.1% | $4,139-97.5% |
| Admin fee / account holder | $32 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |