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 | $54,348 | $157,276-65.4% | $141,177-61.5% | $152,885-64.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 20.16% | 64.33%-44.2pp | 71.40%-51.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,031 | $5,262-80.4% | $4,736-78.2% | $4,763-78.3% |
| Participant deferral / active EE | $1,622 | $7,110-77.2% | $6,710-75.8% | $5,851-72.3% |
| Admin fee / account holder | $25 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |