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 | $39,766-56.0% | $66,674-73.7% | $71,012-75.3% |
| Participation rate | 7.1% | 47.7%-40.6pp | 73.7%-66.6pp | 58.6%-51.5pp |
| Annual return | 20.87% | 181.39%-160.5pp | 321.24%-300.4pp | 37.67%-16.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $168 | $1,868-91.0% | $4,084-95.9% | $3,246-94.8% |
| Admin fee / account holder | $246 | $1,097-77.5% | $5,098-95.2% | $1,167-78.9% |