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 | $21,903 | $78,015-71.9% | $178,505-87.7% | $80,959-72.9% |
| Participation rate | 18.8% | 65.7%-46.9pp | 77.1%-58.4pp | 67.7%-48.9pp |
| Annual return | 12.87% | 18.10%-5.2pp | 27.16%-14.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $826 | $4,406-81.3% | $6,280-86.9% | $4,300-80.8% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |