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 | $53,773 | $64,959-17.2% | $158,226-66.0% | $69,733-22.9% |
| Participation rate | 20.0% | 52.1%-32.1pp | 74.8%-54.8pp | 62.5%-42.5pp |
| Annual return | 15.23% | 18.37%-3.1pp | 501.41%-486.2pp | 15.22%0pp |
| Employer contribution / active EE | $0 | $1,361-100.0% | $2,986-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,050 | $2,394-56.1% | $4,317-75.7% | $3,054-65.6% |
| Admin fee / account holder | $239 | $3,340-92.9% | $10,217-97.7% | $3,102-92.3% |