Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,277 | $70,666-75.6% | $169,385-89.8% | $75,181-77.0% |
| Participation rate | 20.9% | 64.8%-43.9pp | 77.2%-56.2pp | 67.2%-46.3pp |
| Annual return | 16.76% | 36.37%-19.6pp | 405.82%-389.1pp | 160.69%-143.9pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $692 | $4,308-83.9% | $6,221-88.9% | $4,126-83.2% |
| Admin fee / account holder | $11 | $5,402-99.8% | $9,011-99.9% | $5,650-99.8% |