Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,872 | $28,624-93.5% | $53,647-96.5% | $82,637-97.7% |
| Participation rate | 22.5% | 47.3%-24.8pp | 56.3%-33.8pp | 68.1%-45.6pp |
| Annual return | 26.31% | 664.98%-638.7pp | 358.33%-332.0pp | 53.51%-27.2pp |
| Employer contribution / active EE | $133 | $637-79.1% | $962-86.2% | $2,552-94.8% |
| Participant deferral / active EE | $133 | $1,196-88.9% | $1,813-92.7% | $4,126-96.8% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |