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 | $37,099 | $124,346-70.2% | $111,308-66.7% | $167,536-77.9% |
| Participation rate | 41.2% | 79.6%-38.5pp | 77.3%-36.1pp | 82.1%-40.9pp |
| Annual return | 11.17% | 37.45%-26.3pp | 54.67%-43.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $481 | $5,182-90.7% | $4,487-89.3% | $6,342-92.4% |
| Admin fee / account holder | $62 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |