Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,107 | $53,236-32.2% | $86,233-58.1% | $103,975-65.3% |
| Participation rate | 0.1% | 34.4%-34.2pp | 69.0%-68.9pp | 72.5%-72.4pp |
| Annual return | 13.70% | 16.04%-2.3pp | 61.39%-47.7pp | 19.41%-5.7pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $1 | $2,309-100.0% | $4,559-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $2,172-100.0% | $8,342-100.0% | $332-100.0% |