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 | $3,442 | $51,638-93.3% | $68,368-95.0% | $82,448-95.8% |
| Participation rate | 13.9% | 63.6%-49.7pp | 73.8%-59.9pp | 68.1%-54.2pp |
| Annual return | 33.74% | 37.53%-3.8pp | 292.57%-258.8pp | 41.64%-7.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $290 | $2,914-90.1% | $4,123-93.0% | $4,139-93.0% |
| Admin fee / account holder | $160 | $4,643-96.6% | $5,150-96.9% | $7,234-97.8% |