Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,487 | $49,896-38.9% | $80,627-62.2% | $75,173-59.4% |
| Participation rate | 3.6% | 55.3%-51.8pp | 67.0%-63.4pp | 67.2%-63.6pp |
| Annual return | 17.25% | 34.67%-17.4pp | 936.76%-919.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $190 | $2,992-93.6% | $4,443-95.7% | $4,126-95.4% |
| Admin fee / account holder | $260 | $3,578-92.7% | $5,381-95.2% | $5,651-95.4% |