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 | $59,912 | $107,363-44.2% | $92,909-35.5% | $152,897-60.8% |
| Participation rate | 23.1% | 79.8%-56.7pp | 76.0%-52.9pp | 82.5%-59.4pp |
| Annual return | 29.07% | 145.63%-116.6pp | 109.44%-80.4pp | 345.43%-316.4pp |
| Employer contribution / active EE | $847 | $4,222-79.9% | $3,653-76.8% | $4,764-82.2% |
| Participant deferral / active EE | $1,162 | $4,848-76.0% | $4,238-72.6% | $5,851-80.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |