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 | $27,372 | $166,131-83.5% | $164,975-83.4% | $145,877-81.2% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 8.82% | 100.37%-91.6pp | 70.12%-61.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $378 | $6,962-94.6% | $6,033-93.7% | $6,691-94.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |