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 | $16,287 | $90,617-82.0% | $79,476-79.5% | $135,382-88.0% |
| Participation rate | 28.6% | 76.1%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -4.26% | 977.57%-981.8pp | 718.21%-722.5pp | 519.77%-524.0pp |
| Employer contribution / active EE | $348 | $3,068-88.6% | $2,800-87.6% | $4,779-92.7% |
| Participant deferral / active EE | $435 | $4,050-89.2% | $3,704-88.2% | $5,609-92.2% |
| Admin fee / account holder | $108 | $5,907-98.2% | $5,113-97.9% | $10,829-99.0% |