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 | $184,849 | $55,902+230.7% | $76,030+143.1% | $80,959+128.3% |
| Participation rate | 13.9% | 62.1%-48.2pp | 69.1%-55.2pp | 67.7%-53.8pp |
| Annual return | 12.22% | 20.59%-8.4pp | 361.54%-349.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $864 | $3,051-71.7% | $4,257-79.7% | $4,300-79.9% |
| Admin fee / account holder | $274 | $5,239-94.8% | $6,421-95.7% | $6,925-96.0% |