Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,891 | $182,442-90.2% | $163,379-89.0% | $138,895-87.1% |
| Participation rate | 13.0% | 79.8%-66.7pp | 76.8%-63.8pp | 79.9%-66.9pp |
| Annual return | 19.39% | 72.74%-53.3pp | 63.41%-44.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $157 | $6,817-97.7% | $6,282-97.5% | $6,396-97.6% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |