Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,615 | $51,638-94.9% | $68,368-96.2% | $82,448-96.8% |
| Participation rate | 55.1% | 63.6%-8.5pp | 73.8%-18.6pp | 68.1%-13.0pp |
| Annual return | 21.33% | 37.53%-16.2pp | 292.57%-271.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $274 | $2,914-90.6% | $4,123-93.4% | $4,139-93.4% |
| Admin fee / account holder | $41 | $4,643-99.1% | $5,150-99.2% | $7,234-99.4% |