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 | $15,231 | $57,073-73.3% | $85,126-82.1% | $80,925-81.2% |
| Participation rate | 3.6% | 56.4%-52.8pp | 67.5%-64.0pp | 67.7%-64.1pp |
| Annual return | 16.67% | 21.69%-5.0pp | 66.63%-50.0pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $189 | $3,113-93.9% | $4,523-95.8% | $4,299-95.6% |
| Admin fee / account holder | $54 | $4,988-98.9% | $6,160-99.1% | $6,940-99.2% |