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 | $0 | $117,846-100.0% | $102,434-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 15.85% | 31.90%-16.0pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $910 | $3,615-74.8% | $3,023-69.9% | $4,662-80.5% |
| Participant deferral / active EE | $1,331 | $5,733-76.8% | $5,055-73.7% | $6,690-80.1% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |