Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,043 | $100,147-93.0% | $81,286-91.3% | $145,877-95.2% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 16.02% | 34.44%-18.4pp | 24.80%-8.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $703 | $4,607-84.7% | $3,883-81.9% | $6,691-89.5% |
| Admin fee / account holder | $27 | $8,201-99.7% | $5,764-99.5% | $13,402-99.8% |