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 | $17,054 | $101,063-83.1% | $81,473-79.1% | $147,586-88.4% |
| Participation rate | 20.8% | 74.5%-53.6pp | 68.0%-47.1pp | 82.8%-62.0pp |
| Annual return | 17.54% | 32.41%-14.9pp | 38.78%-21.2pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $467 | $4,242-89.0% | $3,537-86.8% | $5,439-91.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |