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 | $15,161 | $81,233-81.3% | $155,567-90.3% | $80,874-81.3% |
| Participation rate | 5.9% | 66.2%-60.4pp | 78.2%-72.3pp | 67.6%-61.8pp |
| Annual return | 12.25% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $274 | $3,452-92.1% | $5,628-95.1% | $4,297-93.6% |
| Admin fee / account holder | $59 | $7,998-99.3% | $15,916-99.6% | $6,935-99.1% |