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 | $3,336 | $51,638-93.5% | $68,368-95.1% | $82,448-96.0% |
| Participation rate | 51.4% | 63.6%-12.3pp | 73.8%-22.4pp | 68.1%-16.7pp |
| Annual return | 15.30% | 37.53%-22.2pp | 292.57%-277.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $85 | $2,914-97.1% | $4,123-97.9% | $4,139-98.0% |
| Admin fee / account holder | $43 | $4,643-99.1% | $5,150-99.2% | $7,234-99.4% |