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 | $17,505 | $51,878-66.3% | $68,368-74.4% | $79,634-78.0% |
| Participation rate | 7.1% | 53.7%-46.6pp | 73.8%-66.7pp | 62.5%-55.4pp |
| Annual return | 20.87% | 137.43%-116.6pp | 292.57%-271.7pp | 36.46%-15.6pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $168 | $2,577-93.5% | $4,123-95.9% | $3,835-95.6% |
| Admin fee / account holder | $246 | $942-73.9% | $5,150-95.2% | $1,002-75.4% |