Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,796 | $100,139-83.2% | $85,187-80.3% | $145,884-88.5% |
| Participation rate | 15.0% | 74.1%-59.1pp | 67.5%-52.5pp | 80.3%-65.3pp |
| Annual return | 16.35% | 84.15%-67.8pp | 66.67%-50.3pp | 551.85%-535.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $587 | $5,296-88.9% | $4,525-87.0% | $6,690-91.2% |
| Admin fee / account holder | $83 | $7,262-98.9% | $6,162-98.6% | $13,392-99.4% |