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 | $142,844 | $80,674+77.1% | $119,126+19.9% | $64,340+122.0% |
| Participation rate | 6.0% | 55.2%-49.2pp | 75.8%-69.7pp | 55.2%-49.2pp |
| Annual return | 14.03% | 26.86%-12.8pp | 282.11%-268.1pp | 24.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $453 | $3,053-85.1% | $5,318-91.5% | $2,980-84.8% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |