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 | $18,418 | $190,916-90.4% | $160,037-88.5% | $134,545-86.3% |
| Participation rate | 23.8% | 82.0%-58.2pp | 78.0%-54.2pp | 81.2%-57.4pp |
| Annual return | -11.65% | 552.79%-564.4pp | 408.95%-420.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,272 | $6,925-81.6% | $6,184-79.4% | $6,401-80.1% |
| Admin fee / account holder | $25 | $10,497-99.8% | $8,716-99.7% | $11,431-99.8% |