Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,721 | $108,897-54.3% | $100,378-50.5% | $145,877-65.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 11.54% | 58.17%-46.6pp | 49.41%-37.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $737 | $4,420-83.3% | $3,942-81.3% | $4,663-84.2% |
| Participant deferral / active EE | $1,475 | $8,455-82.6% | $8,087-81.8% | $6,691-78.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |