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 | $43,949 | $55,457-20.8% | $77,361-43.2% | $94,015-53.3% |
| Participation rate | 57.6% | 69.8%-12.2pp | 75.0%-17.4pp | 70.8%-13.2pp |
| Annual return | 15.14% | 15.57%-0.4pp | 1011.54%-996.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $679 | $3,069-77.9% | $3,911-82.6% | $4,249-84.0% |
| Admin fee / account holder | $109 | $4,334-97.5% | $5,894-98.2% | $8,951-98.8% |