Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,872 | $27,943-68.3% | $58,507-84.8% | $75,177-88.2% |
| Participation rate | 3.2% | 38.8%-35.6pp | 50.9%-47.6pp | 67.2%-64.0pp |
| Annual return | 37.74% | 44.22%-6.5pp | 4252.32%-4214.6pp | 160.75%-123.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $155 | $1,202-87.1% | $1,922-92.0% | $4,126-96.3% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |