Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,872 | $48,364-25.8% | $71,796-50.0% | $62,881-43.0% |
| Participation rate | 7.9% | 60.6%-52.7pp | 69.1%-61.2pp | 69.3%-61.4pp |
| Annual return | 8.82% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $439 | $2,091-79.0% | $2,794-84.3% | $3,203-86.3% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |