Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $70,685 | $98,766-28.4% | $149,730-52.8% | $79,852-11.5% |
| Participation rate | 4.3% | 75.8%-71.5pp | 82.5%-78.2pp | 69.6%-65.4pp |
| Annual return | 13.16% | 27.43%-14.3pp | 276.70%-263.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $60 | $5,681-98.9% | $6,843-99.1% | $3,740-98.4% |
| Admin fee / account holder | $13 | $6,052-99.8% | $9,310-99.9% | $5,306-99.8% |