Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,180 | $112,131-29.4% | $95,964-17.5% | $158,982-50.2% |
| Participation rate | 31.8% | 79.0%-47.2pp | 77.1%-45.3pp | 82.0%-50.1pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,367 | $4,784-71.4% | $4,167-67.2% | $5,983-77.2% |
| Admin fee / account holder | $144 | $10,136-98.6% | $6,797-97.9% | $11,252-98.7% |