Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,966 | $25,014-4.2% | $69,611-65.6% | $80,925-70.4% |
| Participation rate | 0.0% | 64.2%-64.2pp | 66.4%-66.4pp | 67.7%-67.7pp |
| Annual return | 15.00% | 19.08%-4.1pp | 101.14%-86.1pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $146 | $1,840-92.1% | $2,891-94.9% | $4,299-96.6% |
| Admin fee / account holder | $0 | $2,491-100.0% | $4,696-100.0% | $6,940-100.0% |