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 | $51,626 | $73,107-29.4% | $114,563-54.9% | $87,485-41.0% |
| Participation rate | 20.7% | 65.8%-45.1pp | 72.9%-52.2pp | 68.9%-48.2pp |
| Annual return | 306.90% | 19.47%+287.4pp | 241.09%+65.8pp | 26.06%+280.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $665 | $3,144-78.9% | $4,142-84.0% | $4,274-84.5% |
| Admin fee / account holder | $256 | $5,770-95.6% | $7,623-96.6% | $7,775-96.7% |