Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,734 | $29,546-56.9% | $56,441-77.4% | $77,671-83.6% |
| Participation rate | 1.5% | 32.7%-31.2pp | 52.5%-51.0pp | 70.6%-69.1pp |
| Annual return | 15.15% | 19.01%-3.9pp | 1704.21%-1689.1pp | 31.21%-16.1pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $81 | $1,061-92.4% | $1,953-95.8% | $4,648-98.3% |
| Admin fee / account holder | $263 | $1,046-74.9% | $2,829-90.7% | $430-39.0% |