Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,038 | $81,358-82.7% | $155,556-91.0% | $80,959-82.7% |
| Participation rate | 13.2% | 66.3%-53.1pp | 78.2%-65.1pp | 67.7%-54.5pp |
| Annual return | 44.02% | 33.39%+10.6pp | 64.84%-20.8pp | 35.67%+8.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $692 | $3,455-80.0% | $5,631-87.7% | $4,300-83.9% |
| Admin fee / account holder | $22 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |