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 | $5,079 | $29,716-82.9% | $56,077-90.9% | $80,925-93.7% |
| Participation rate | 6.8% | 41.7%-34.9pp | 52.5%-45.7pp | 67.7%-60.9pp |
| Annual return | 16.54% | 35.30%-18.8pp | 1709.28%-1692.7pp | 35.65%-19.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $151 | $1,228-87.7% | $1,954-92.3% | $4,299-96.5% |
| Admin fee / account holder | $17 | $2,432-99.3% | $2,825-99.4% | $6,940-99.8% |