Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,664 | $102,595-82.8% | $94,057-81.2% | $154,746-88.6% |
| Participation rate | 21.4% | 76.0%-54.6pp | 73.3%-51.9pp | 80.7%-59.3pp |
| Annual return | 15.70% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $468 | $5,118-90.9% | $4,709-90.1% | $6,730-93.0% |
| Admin fee / account holder | $103 | $7,736-98.7% | $7,244-98.6% | $14,365-99.3% |