Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,108 | $79,449-69.7% | $189,575-87.3% | $85,847-71.9% |
| Participation rate | 28.0% | 66.0%-38.0pp | 78.4%-50.4pp | 69.3%-41.3pp |
| Annual return | 37.87% | 18.45%+19.4pp | 64.19%-26.3pp | 318.61%-280.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,113 | $4,051-72.5% | $6,174-82.0% | $3,952-71.8% |
| Admin fee / account holder | $90 | $5,377-98.3% | $9,806-99.1% | $6,261-98.6% |